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HSWTX vs VTIAX
HSWTX vs VTIAX Comparison
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HSWTX vs VTIAX Comparison Chart in %
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HSWTX vs. VTIAX commentary
Aug 23, 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 Buy and VTIAX is a Buy.
FUNDAMENTALS
Fundamentals
VTIAX has more cash in the bank: 646B vs. HSWTX (9.57B). VTIAX (2.55) and HSWTX (2.49) have matching dividends . HSWTX was incepted earlier than VTIAX: HSWTX (10 years) vs VTIAX (16 years). HSWTX (0.79) is less costly to investors than VTIAX (0.09). HSWTX is a more actively managed with annual turnover of: 35.00 vs. VTIAX (4.00). HSWTX has a lower initial minimum investment than VTIAX: HSWTX (0) vs VTIAX (3000). VTIAX annual gain was more profitable for investors over the last year : 24.30 vs. HSWTX (19.14). HSWTX return over 5 years is better than : 48.41 vs. VTIAX (43.38).
| HSWTX | VTIAX | HSWTX / VTIAX | |
| Total Expense Ratio | 0.79 | 0.09 | 878% |
| Annual Report Gross Expense Ratio | 0.79 | 0.09 | 878% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 13.078 | 16.467 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.57B | 646B | 1% |
| Annual Yield % from dividends | 2.49 | 2.55 | 98% |
| Returns for 1 year | 19.14 | 24.30 | 79% |
| Returns for 3 years | 65.83 | 65.42 | 101% |
| Returns for 5 years | 48.41 | 43.38 | 112% |
| Returns for 10 years | N/A | 100.45 | - |
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