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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
Jul 22, 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 Buy and VFWPX is a Hold.
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 94.6B vs. HSWFX (9.28B). HSWFX (2.61) and VFWPX (2.54) have matching dividends . HSWFX was incepted earlier than VFWPX: HSWFX (9 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 : 21.41 vs. HSWFX (14.99). HSWFX return over 5 years is better than : 40.38 vs. VFWPX (35.15).
| 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 | 16 years | - |
| Gain YTD | 6.605 | 10.687 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.28B | 94.6B | 10% |
| Annual Yield % from dividends | 2.61 | 2.54 | 103% |
| Returns for 1 year | 14.99 | 21.41 | 70% |
| Returns for 3 years | 48.23 | 50.06 | 96% |
| Returns for 5 years | 40.38 | 35.15 | 115% |
| Returns for 10 years | N/A | 98.49 | - |
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