Interact to see
Advertisement
Advertisement
HSWRX vs VTPSX
HSWRX vs VTPSX Comparison
Open Charts HSWRX vs VTPSX
HSWRX vs VTPSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HSWRX vs. VTPSX commentary
Aug 03, 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 VTPSX is a Hold.
FUNDAMENTALS
Fundamentals
VTPSX has more cash in the bank: 650B vs. HSWRX (9.52B). VTPSX pays higher dividends than HSWRX: VTPSX (2.59) vs HSWRX (2.07). 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 : 24.92 vs. HSWRX (20.02). HSWRX return over 5 years is better than : 39.46 vs. VTPSX (36.77).
| 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 | 9.595 | 12.513 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.52B | 650B | 1% |
| Annual Yield % from dividends | 2.07 | 2.59 | 80% |
| Returns for 1 year | 20.02 | 24.92 | 80% |
| Returns for 3 years | 50.61 | 51.20 | 99% |
| Returns for 5 years | 39.46 | 36.77 | 107% |
| Returns for 10 years | N/A | 99.50 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers