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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
Jul 14, 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 Buy and VFWPX is a Hold.
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 94.6B vs. HSWRX (9.47B). VFWPX pays higher dividends than HSWRX: VFWPX (2.54) vs HSWRX (2.10). HSWRX was incepted earlier than VFWPX: HSWRX (10 years) vs VFWPX (16 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 : 25.40 vs. HSWRX (16.44). VFWPX (37.13) and HSWRX (35.80) 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 | 16 years | - |
| Gain YTD | 7.918 | 13.607 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.47B | 94.6B | 10% |
| Annual Yield % from dividends | 2.10 | 2.54 | 83% |
| Returns for 1 year | 16.44 | 25.40 | 65% |
| Returns for 3 years | 46.32 | 53.58 | 86% |
| Returns for 5 years | 35.80 | 37.13 | 96% |
| Returns for 10 years | N/A | 104.02 | - |
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