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HSWFX vs VFWPX
HSWFX vs VFWPX Comparison
Open Charts HSWFX vs VFWPX
HSWFX vs VFWPX Comparison Chart in %
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HSWFX vs. VFWPX commentary
Jun 04, 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 HSWFX is a Hold and VFWPX is a Buy.
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 90.7B vs. HSWFX (9.76B). HSWFX (2.64) and VFWPX (2.62) have matching dividends . HSWFX was incepted earlier than VFWPX: HSWFX (9 years) vs VFWPX (15 years). HSWFX (0.69) is less costly to investors than VFWPX (0.03). HSWFX is a more actively managed with annual turnover of: 35.00 vs. VFWPX (6.00). HSWFX has a lower initial minimum investment than VFWPX: HSWFX (1000000) vs VFWPX (100000000). VFWPX annual gain was more profitable for investors over the last year : 30.83 vs. HSWFX (17.82). HSWFX return over 5 years is better than : 40.19 vs. VFWPX (35.99).
| HSWFX | VFWPX | HSWFX / VFWPX | |
| Total Expense Ratio | 0.69 | 0.03 | 2,300% |
| Annual Report Gross Expense Ratio | 0.69 | 0.03 | 2,300% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 8.545 | 15.685 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.76B | 90.7B | 11% |
| Annual Yield % from dividends | 2.64 | 2.62 | 101% |
| Returns for 1 year | 17.82 | 30.83 | 58% |
| Returns for 3 years | 53.16 | 61.34 | 87% |
| Returns for 5 years | 40.19 | 35.99 | 112% |
| Returns for 10 years | N/A | 107.69 | - |
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