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HSWYX vs VTIAX
HSWYX vs VTIAX Comparison
Open Charts HSWYX vs VTIAX
HSWYX vs VTIAX Comparison Chart in %
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HSWYX vs. VTIAX commentary
Jun 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 HSWYX is a Hold and VTIAX is a Buy.
FUNDAMENTALS
Fundamentals
VTIAX has more cash in the bank: 629B vs. HSWYX (9.76B). VTIAX (2.63) and HSWYX (2.53) have matching dividends . HSWYX was incepted earlier than VTIAX: HSWYX (10 years) vs VTIAX (16 years). HSWYX (0.80) is less costly to investors than VTIAX (0.09). HSWYX is a more actively managed with annual turnover of: 35.00 vs. VTIAX (4.00). VTIAX has a lower initial minimum investment than HSWYX: VTIAX (3000) vs HSWYX (250000). VTIAX annual gain was more profitable for investors over the last year : 29.03 vs. HSWYX (17.71). HSWYX return over 5 years is better than : 39.45 vs. VTIAX (35.27).
| HSWYX | VTIAX | HSWYX / VTIAX | |
| Total Expense Ratio | 0.80 | 0.09 | 889% |
| Annual Report Gross Expense Ratio | 0.80 | 0.09 | 889% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 8.525 | 14.651 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.76B | 629B | 2% |
| Annual Yield % from dividends | 2.53 | 2.63 | 96% |
| Returns for 1 year | 17.71 | 29.03 | 61% |
| Returns for 3 years | 52.72 | 59.48 | 89% |
| Returns for 5 years | 39.45 | 35.27 | 112% |
| Returns for 10 years | N/A | 104.40 | - |
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