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HSWFX vs VTMNX
HSWFX vs VTMNX Comparison
Open Charts HSWFX vs VTMNX
HSWFX vs VTMNX Comparison Chart in %
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HSWFX vs. VTMNX 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 VTMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTMNX has more cash in the bank: 324B vs. HSWFX (9.15B). HSWFX (2.52) and VTMNX (2.49) have matching dividends . HSWFX was incepted earlier than VTMNX: HSWFX (10 years) vs VTMNX (26 years). HSWFX (0.69) is less costly to investors than VTMNX (0.03). HSWFX is a more actively managed with annual turnover of: 35.00 vs. VTMNX (4.00). HSWFX has a lower initial minimum investment than VTMNX: HSWFX (1000000) vs VTMNX (5000000). VTMNX annual gain was more profitable for investors over the last year : 19.65 vs. HSWFX (11.23). VTMNX (41.15) and HSWFX (39.92) have equivalent 5 years return.
| HSWFX | VTMNX | HSWFX / VTMNX | |
| Total Expense Ratio | 0.69 | 0.03 | 2,300% |
| Annual Report Gross Expense Ratio | 0.69 | 0.03 | 2,300% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 8.868 | 14.853 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.15B | 324B | 3% |
| Annual Yield % from dividends | 2.52 | 2.49 | 101% |
| Returns for 1 year | 11.23 | 19.65 | 57% |
| Returns for 3 years | 59.51 | 60.97 | 98% |
| Returns for 5 years | 39.92 | 41.15 | 97% |
| Returns for 10 years | N/A | 105.98 | - |
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