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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
Jul 14, 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 Buy and VTIAX is a Hold.
FUNDAMENTALS
Fundamentals
VTIAX has more cash in the bank: 650B vs. HSWCX (9.47B). VTIAX pays higher dividends than HSWCX: VTIAX (2.53) vs HSWCX (1.74). 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 : 24.52 vs. HSWCX (15.90). VTIAX return over 5 years is better than : 35.57 vs. HSWCX (33.05).
| 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 | 7.645 | 13.104 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.47B | 650B | 1% |
| Annual Yield % from dividends | 1.74 | 2.53 | 69% |
| Returns for 1 year | 15.90 | 24.52 | 65% |
| Returns for 3 years | 44.51 | 52.37 | 85% |
| Returns for 5 years | 33.05 | 35.57 | 93% |
| Returns for 10 years | N/A | 102.13 | - |
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