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HSWTX vs VTIAX
HSWTX vs VTIAX Comparison
Open Charts HSWTX vs VTIAX
HSWTX vs VTIAX Comparison Chart in %
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HSWTX vs. VTIAX commentary
Jul 14, 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 Hold.
FUNDAMENTALS
Fundamentals
VTIAX has more cash in the bank: 650B vs. HSWTX (9.47B). HSWTX (2.53) and VTIAX (2.53) 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 : 24.52 vs. HSWTX (17.09). HSWTX return over 5 years is better than : 39.86 vs. VTIAX (35.57).
| 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 | 8.179 | 13.104 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.47B | 650B | 1% |
| Annual Yield % from dividends | 2.53 | 2.53 | 100% |
| Returns for 1 year | 17.09 | 24.52 | 70% |
| Returns for 3 years | 48.89 | 52.37 | 93% |
| Returns for 5 years | 39.86 | 35.57 | 112% |
| Returns for 10 years | N/A | 102.13 | - |
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