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HRIDX vs VFWPX
HRIDX vs VFWPX Comparison
Open Charts HRIDX vs VFWPX
HRIDX vs VFWPX Comparison Chart in %
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HRIDX vs. VFWPX commentary
Jun 03, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HRIDX is a Buy and VFWPX is a Buy.
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 90.7B vs. HRIDX (808M). HRIDX pays higher dividends than VFWPX: HRIDX (3.11) vs VFWPX (2.62). HRIDX was incepted earlier than VFWPX: HRIDX (11 years) vs VFWPX (15 years). HRIDX (1.18) is less costly to investors than VFWPX (0.03). HRIDX is a more actively managed with annual turnover of: 18.00 vs. VFWPX (6.00). HRIDX has a lower initial minimum investment than VFWPX: HRIDX (50000) vs VFWPX (100000000). VFWPX annual gain was more profitable for investors over the last year : 29.36 vs. HRIDX (19.02). VFWPX return over 5 years is better than : 36.28 vs. HRIDX (24.99).
| HRIDX | VFWPX | HRIDX / VFWPX | |
| Total Expense Ratio | 1.08 | 0.03 | 3,600% |
| Annual Report Gross Expense Ratio | 1.18 | 0.03 | 3,933% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | 10.435 | 14.929 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 808M | 90.7B | 1% |
| Annual Yield % from dividends | 3.11 | 2.62 | 119% |
| Returns for 1 year | 19.02 | 29.36 | 65% |
| Returns for 3 years | 50.48 | 60.29 | 84% |
| Returns for 5 years | 24.99 | 36.28 | 69% |
| Returns for 10 years | 85.07 | 106.34 | 80% |
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