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HWMAX vs VMVIX
HWMAX vs VMVIX Comparison
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HWMAX vs VMVIX Comparison Chart in %
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HWMAX vs. VMVIX commentary
Jul 27, 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 HWMAX is a Buy and VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 37.2B vs. HWMAX (419M). VMVIX pays higher dividends than HWMAX: VMVIX (1.76) vs HWMAX (1.05). HWMAX was incepted earlier than VMVIX: HWMAX (26 years) vs VMVIX (20 years). HWMAX (1.21) is less costly to investors than VMVIX (0.19). HWMAX is a more actively managed with annual turnover of: 31.00 vs. VMVIX (23.00). HWMAX has a lower initial minimum investment than VMVIX: HWMAX (2500) vs VMVIX (3000). HWMAX annual gain was more profitable for investors over the last year : 26.30 vs. VMVIX (20.98). HWMAX return over 5 years is better than : 78.80 vs. VMVIX (48.00).
| HWMAX | VMVIX | HWMAX / VMVIX | |
| Total Expense Ratio | 1.21 | 0.19 | 637% |
| Annual Report Gross Expense Ratio | 1.21 | 0.19 | 637% |
| Fund Existence | 26 years | 20 years | - |
| Gain YTD | 18.364 | 15.557 | 118% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 419M | 37.2B | 1% |
| Annual Yield % from dividends | 1.05 | 1.76 | 60% |
| Returns for 1 year | 26.30 | 20.98 | 125% |
| Returns for 3 years | 41.16 | 43.16 | 95% |
| Returns for 5 years | 78.80 | 48.00 | 164% |
| Returns for 10 years | 134.05 | 124.45 | 108% |
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