Interact to see
Advertisement
Advertisement
HSWTX vs VFWPX
HSWTX vs VFWPX Comparison
Open Charts HSWTX vs VFWPX
HSWTX vs VFWPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HSWTX vs. VFWPX 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 HSWTX is a Hold and VFWPX is a Hold.
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 94.4B vs. HSWTX (9.64B). VFWPX (2.62) and HSWTX (2.56) have matching dividends . HSWTX was incepted earlier than VFWPX: HSWTX (10 years) vs VFWPX (16 years). HSWTX (0.79) is less costly to investors than VFWPX (0.03). HSWTX is a more actively managed with annual turnover of: 35.00 vs. VFWPX (6.00). HSWTX has a lower initial minimum investment than VFWPX: HSWTX (0) vs VFWPX (100000000). VFWPX annual gain was more profitable for investors over the last year : 32.12 vs. HSWTX (20.58). HSWTX (41.35) and VFWPX (39.86) have equivalent 5 years return.
| HSWTX | VFWPX | HSWTX / VFWPX | |
| Total Expense Ratio | 0.79 | 0.03 | 2,633% |
| Annual Report Gross Expense Ratio | 0.79 | 0.03 | 2,633% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 8.965 | 15.711 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.64B | 94.4B | 10% |
| Annual Yield % from dividends | 2.56 | 2.62 | 98% |
| Returns for 1 year | 20.58 | 32.12 | 64% |
| Returns for 3 years | 54.73 | 63.03 | 87% |
| Returns for 5 years | 41.35 | 39.86 | 104% |
| Returns for 10 years | N/A | 120.92 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement