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HWMIX vs VMVIX
HWMIX vs VMVIX Comparison
Open Charts HWMIX vs VMVIX
HWMIX vs VMVIX Comparison Chart in %
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HWMIX vs. VMVIX commentary
Jun 20, 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 HWMIX is a Buy and VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 36.6B vs. HWMIX (389M). VMVIX pays higher dividends than HWMIX: VMVIX (1.77) vs HWMIX (1.23). HWMIX was incepted earlier than VMVIX: HWMIX (29 years) vs VMVIX (20 years). HWMIX (1.00) is less costly to investors than VMVIX (0.19). HWMIX is a more actively managed with annual turnover of: 31.00 vs. VMVIX (23.00). VMVIX has a lower initial minimum investment than HWMIX: VMVIX (3000) vs HWMIX (250000). HWMIX annual gain was more profitable for investors over the last year : 24.27 vs. VMVIX (21.23). HWMIX return over 5 years is better than : 64.88 vs. VMVIX (43.85).
| HWMIX | VMVIX | HWMIX / VMVIX | |
| Total Expense Ratio | 1.00 | 0.19 | 526% |
| Annual Report Gross Expense Ratio | 1.00 | 0.19 | 526% |
| Fund Existence | 29 years | 20 years | - |
| Gain YTD | 11.124 | 10.487 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 36.6B | 1% |
| Annual Yield % from dividends | 1.23 | 1.77 | 69% |
| Returns for 1 year | 24.27 | 21.23 | 114% |
| Returns for 3 years | 40.70 | 42.98 | 95% |
| Returns for 5 years | 64.88 | 43.85 | 148% |
| Returns for 10 years | 125.94 | 123.46 | 102% |
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