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HSWFX vs VTIAX
HSWFX vs VTIAX Comparison
Open Charts HSWFX vs VTIAX
HSWFX vs VTIAX Comparison Chart in %
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HSWFX vs. VTIAX 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 VTIAX is a Buy.
FUNDAMENTALS
Fundamentals
VTIAX has more cash in the bank: 629B vs. HSWFX (9.76B). HSWFX (2.64) and VTIAX (2.63) have matching dividends . HSWFX was incepted earlier than VTIAX: HSWFX (9 years) vs VTIAX (16 years). HSWFX (0.69) is less costly to investors than VTIAX (0.09). HSWFX is a more actively managed with annual turnover of: 35.00 vs. VTIAX (4.00). VTIAX has a lower initial minimum investment than HSWFX: VTIAX (3000) vs HSWFX (1000000). VTIAX annual gain was more profitable for investors over the last year : 29.03 vs. HSWFX (17.82). HSWFX return over 5 years is better than : 40.19 vs. VTIAX (35.27).
| HSWFX | VTIAX | HSWFX / VTIAX | |
| Total Expense Ratio | 0.69 | 0.09 | 767% |
| Annual Report Gross Expense Ratio | 0.69 | 0.09 | 767% |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 8.545 | 14.651 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.76B | 629B | 2% |
| Annual Yield % from dividends | 2.64 | 2.63 | 101% |
| Returns for 1 year | 17.82 | 29.03 | 61% |
| Returns for 3 years | 53.16 | 59.48 | 89% |
| Returns for 5 years | 40.19 | 35.27 | 114% |
| Returns for 10 years | N/A | 104.40 | - |
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