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HSWRX vs VTPSX
HSWRX vs VTPSX Comparison
Open Charts HSWRX vs VTPSX
HSWRX vs VTPSX Comparison Chart in %
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HSWRX vs. VTPSX 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 VTPSX is a Buy.
FUNDAMENTALS
Fundamentals
VTPSX has more cash in the bank: 629B vs. HSWRX (9.76B). VTPSX pays higher dividends than HSWRX: VTPSX (2.66) vs HSWRX (2.12). HSWRX was incepted earlier than VTPSX: HSWRX (10 years) vs VTPSX (16 years). HSWRX (1.37) is less costly to investors than VTPSX (0.05). HSWRX is a more actively managed with annual turnover of: 35.00 vs. VTPSX (4.00). HSWRX has a lower initial minimum investment than VTPSX: HSWRX (0) vs VTPSX (100000000). VTPSX annual gain was more profitable for investors over the last year : 29.04 vs. HSWRX (17.02). HSWRX (35.38) and VTPSX (35.33) have equivalent 5 years return.
| HSWRX | VTPSX | HSWRX / VTPSX | |
| Total Expense Ratio | 1.37 | 0.05 | 2,740% |
| Annual Report Gross Expense Ratio | 1.37 | 0.05 | 2,740% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 8.244 | 14.642 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.76B | 629B | 2% |
| Annual Yield % from dividends | 2.12 | 2.66 | 80% |
| Returns for 1 year | 17.02 | 29.04 | 59% |
| Returns for 3 years | 50.04 | 59.54 | 84% |
| Returns for 5 years | 35.38 | 35.33 | 100% |
| Returns for 10 years | N/A | 104.61 | - |
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