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HSWCX vs VTIAX
HSWCX vs VTIAX Comparison
Open Charts HSWCX vs VTIAX
HSWCX vs VTIAX Comparison Chart in %
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HSWCX vs. VTIAX commentary
Jun 24, 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 HSWCX is a Hold and VTIAX is a Hold.
FUNDAMENTALS
Fundamentals
VTIAX has more cash in the bank: 652B vs. HSWCX (9.64B). VTIAX pays higher dividends than HSWCX: VTIAX (2.63) vs HSWCX (1.76). HSWCX was incepted earlier than VTIAX: HSWCX (10 years) vs VTIAX (16 years). HSWCX (1.80) is less costly to investors than VTIAX (0.09). HSWCX is a more actively managed with annual turnover of: 35.00 vs. VTIAX (4.00). HSWCX has a lower initial minimum investment than VTIAX: HSWCX (2000) vs VTIAX (3000). VTIAX annual gain was more profitable for investors over the last year : 31.43 vs. HSWCX (19.43). VTIAX return over 5 years is better than : 38.46 vs. HSWCX (34.48).
| HSWCX | VTIAX | HSWCX / VTIAX | |
| Total Expense Ratio | 1.80 | 0.09 | 2,000% |
| Annual Report Gross Expense Ratio | 1.80 | 0.09 | 2,000% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 8.495 | 15.256 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.64B | 652B | 1% |
| Annual Yield % from dividends | 1.76 | 2.63 | 67% |
| Returns for 1 year | 19.43 | 31.43 | 62% |
| Returns for 3 years | 50.20 | 62.04 | 81% |
| Returns for 5 years | 34.48 | 38.46 | 90% |
| Returns for 10 years | N/A | 118.73 | - |
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