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HSWRX vs VFWPX
HSWRX vs VFWPX Comparison
Open Charts HSWRX vs VFWPX
HSWRX vs VFWPX Comparison Chart in %
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HSWRX vs. VFWPX 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 HSWRX is a Hold and VFWPX is a Buy.
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 90.7B vs. HSWRX (9.76B). VFWPX pays higher dividends than HSWRX: VFWPX (2.62) vs HSWRX (2.12). HSWRX was incepted earlier than VFWPX: HSWRX (10 years) vs VFWPX (15 years). HSWRX (1.37) is less costly to investors than VFWPX (0.03). HSWRX is a more actively managed with annual turnover of: 35.00 vs. VFWPX (6.00). HSWRX has a lower initial minimum investment than VFWPX: HSWRX (0) vs VFWPX (100000000). VFWPX annual gain was more profitable for investors over the last year : 29.36 vs. HSWRX (17.02). VFWPX (36.28) and HSWRX (35.38) have equivalent 5 years return.
| HSWRX | VFWPX | HSWRX / VFWPX | |
| Total Expense Ratio | 1.37 | 0.03 | 4,567% |
| Annual Report Gross Expense Ratio | 1.37 | 0.03 | 4,567% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 8.244 | 14.929 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.76B | 90.7B | 11% |
| Annual Yield % from dividends | 2.12 | 2.62 | 81% |
| Returns for 1 year | 17.02 | 29.36 | 58% |
| Returns for 3 years | 50.04 | 60.29 | 83% |
| Returns for 5 years | 35.38 | 36.28 | 98% |
| Returns for 10 years | N/A | 106.34 | - |
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