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HSWRX vs VTMNX
HSWRX vs VTMNX Comparison
Open Charts HSWRX vs VTMNX
HSWRX vs VTMNX Comparison Chart in %
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HSWRX vs. VTMNX 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 VTMNX is a Hold.
FUNDAMENTALS
Fundamentals
VTMNX has more cash in the bank: 304B vs. HSWRX (9.76B). 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 : 29.00 vs. HSWRX (17.02). VTMNX return over 5 years is better than : 40.65 vs. HSWRX (35.38).
| 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 | 8.244 | 15.497 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.76B | 304B | 3% |
| Annual Yield % from dividends | 2.12 | 2.61 | 81% |
| Returns for 1 year | 17.02 | 29.00 | 59% |
| Returns for 3 years | 50.04 | 60.05 | 83% |
| Returns for 5 years | 35.38 | 40.65 | 87% |
| Returns for 10 years | N/A | 107.24 | - |
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