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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
Sep 20, 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: 98.6B vs. HSWFX (9.15B). HSWFX (2.52) and VFWPX (2.49) have matching dividends . HSWFX was incepted earlier than VFWPX: HSWFX (10 years) vs VFWPX (16 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 : 18.23 vs. HSWFX (11.23). HSWFX (39.92) and VFWPX (39.67) have equivalent 5 years return.
| 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 | 10 years | 16 years | - |
| Gain YTD | 8.868 | 14.463 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.15B | 98.6B | 9% |
| Annual Yield % from dividends | 2.52 | 2.49 | 101% |
| Returns for 1 year | 11.23 | 18.23 | 62% |
| Returns for 3 years | 59.51 | 60.93 | 98% |
| Returns for 5 years | 39.92 | 39.67 | 101% |
| Returns for 10 years | N/A | 101.83 | - |
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