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HSWRX vs VTIAX
HSWRX vs VTIAX Comparison
Open Charts HSWRX vs VTIAX
HSWRX vs VTIAX Comparison Chart in %
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HSWRX vs. VTIAX 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 VTIAX is a Hold.
FUNDAMENTALS
Fundamentals
VTIAX has more cash in the bank: 650B vs. HSWRX (9.47B). VTIAX pays higher dividends than HSWRX: VTIAX (2.53) vs HSWRX (2.10). HSWRX was incepted earlier than VTIAX: HSWRX (10 years) vs VTIAX (16 years). HSWRX (1.37) is less costly to investors than VTIAX (0.09). HSWRX is a more actively managed with annual turnover of: 35.00 vs. VTIAX (4.00). HSWRX has a lower initial minimum investment than VTIAX: HSWRX (0) vs VTIAX (3000). VTIAX annual gain was more profitable for investors over the last year : 24.52 vs. HSWRX (16.44). HSWRX (35.80) and VTIAX (35.57) have equivalent 5 years return.
| HSWRX | VTIAX | HSWRX / VTIAX | |
| Total Expense Ratio | 1.37 | 0.09 | 1,522% |
| Annual Report Gross Expense Ratio | 1.37 | 0.09 | 1,522% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 7.918 | 13.104 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.47B | 650B | 1% |
| Annual Yield % from dividends | 2.10 | 2.53 | 83% |
| Returns for 1 year | 16.44 | 24.52 | 67% |
| Returns for 3 years | 46.32 | 52.37 | 88% |
| Returns for 5 years | 35.80 | 35.57 | 101% |
| Returns for 10 years | N/A | 102.13 | - |
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