Interact to see
Advertisement
Advertisement
HSWRX vs VTMNX
HSWRX vs VTMNX Comparison
Open Charts HSWRX vs VTMNX
HSWRX vs VTMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HSWRX vs. VTMNX commentary
Jun 24, 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 VTMNX is a Hold.
FUNDAMENTALS
Fundamentals
VTMNX has more cash in the bank: 317B vs. HSWRX (9.64B). VTMNX pays higher dividends than HSWRX: VTMNX (2.61) vs HSWRX (2.12). HSWRX was incepted earlier than VTMNX: HSWRX (10 years) vs VTMNX (25 years). HSWRX (1.37) is less costly to investors than VTMNX (0.03). HSWRX is a more actively managed with annual turnover of: 35.00 vs. VTMNX (4.00). HSWRX has a lower initial minimum investment than VTMNX: HSWRX (0) vs VTMNX (5000000). VTMNX annual gain was more profitable for investors over the last year : 32.18 vs. HSWRX (19.89). VTMNX return over 5 years is better than : 44.02 vs. HSWRX (37.25).
| HSWRX | VTMNX | HSWRX / VTMNX | |
| Total Expense Ratio | 1.37 | 0.03 | 4,567% |
| Annual Report Gross Expense Ratio | 1.37 | 0.03 | 4,567% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 8.710 | 16.001 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.64B | 317B | 3% |
| Annual Yield % from dividends | 2.12 | 2.61 | 81% |
| Returns for 1 year | 19.89 | 32.18 | 62% |
| Returns for 3 years | 52.11 | 62.78 | 83% |
| Returns for 5 years | 37.25 | 44.02 | 85% |
| Returns for 10 years | N/A | 123.79 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement