Interact to see
Advertisement
Advertisement
HSWFX vs VTIAX
HSWFX vs VTIAX Comparison
Open Charts HSWFX vs VTIAX
HSWFX vs VTIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HSWFX vs. VTIAX 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 VTIAX is a Hold.
FUNDAMENTALS
Fundamentals
VTIAX has more cash in the bank: 650B vs. HSWFX (9.28B). HSWFX (2.61) and VTIAX (2.53) 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 : 20.44 vs. HSWFX (14.99). HSWFX return over 5 years is better than : 40.38 vs. VTIAX (33.45).
| 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 | 6.605 | 10.137 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.28B | 650B | 1% |
| Annual Yield % from dividends | 2.61 | 2.53 | 103% |
| Returns for 1 year | 14.99 | 20.44 | 73% |
| Returns for 3 years | 48.23 | 48.76 | 99% |
| Returns for 5 years | 40.38 | 33.45 | 121% |
| Returns for 10 years | N/A | 96.50 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers