Interact to see
Advertisement
Advertisement
HSWCX vs VTIAX
HSWCX vs VTIAX Comparison
Open Charts HSWCX vs VTIAX
HSWCX vs VTIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HSWCX vs. VTIAX commentary
Aug 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 HSWCX is a Buy and VTIAX is a Hold.
FUNDAMENTALS
Fundamentals
VTIAX has more cash in the bank: 650B vs. HSWCX (9.52B). VTIAX pays higher dividends than HSWCX: VTIAX (2.55) vs HSWCX (1.72). 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 : 24.88 vs. HSWCX (19.52). VTIAX (36.68) and HSWCX (36.56) have equivalent 5 years return.
| 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 | 9.297 | 12.511 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.52B | 650B | 1% |
| Annual Yield % from dividends | 1.72 | 2.55 | 67% |
| Returns for 1 year | 19.52 | 24.88 | 78% |
| Returns for 3 years | 48.66 | 51.13 | 95% |
| Returns for 5 years | 36.56 | 36.68 | 100% |
| Returns for 10 years | N/A | 99.28 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers