HWVIX
Price
$14.46
Change
+$0.10 (+0.70%)
Updated
Jun 2 closing price
Net Assets
887.72M
VISVX
Price
$56.60
Change
+$0.48 (+0.86%)
Updated
Jun 2 closing price
Net Assets
64.9B
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HWVIX vs VISVX

Header iconHWVIX vs VISVX Comparison
Open Charts HWVIX vs VISVXBanner chart's image
HWVIX vs VISVX Comparison Chart in %
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HWVIX vs. VISVX commentary
Jun 04, 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 HWVIX is a Hold and VISVX is a Buy.

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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 64.9B vs. HWVIX (888M). VISVX pays higher dividends than HWVIX: VISVX (1.65) vs HWVIX (1.00). HWVIX was incepted earlier than VISVX: HWVIX (12 years) vs VISVX (28 years). HWVIX (0.88) is less costly to investors than VISVX (0.19). HWVIX is a more actively managed with annual turnover of: 60.00 vs. VISVX (25.00). VISVX has a lower initial minimum investment than HWVIX: VISVX (0) vs HWVIX (250000). HWVIX annual gain was more profitable for investors over the last year : 31.19 vs. VISVX (24.89). VISVX return over 5 years is better than : 34.36 vs. HWVIX (4.14).
HWVIXVISVXHWVIX / VISVX
Total Expense Ratio0.810.19426%
Annual Report Gross Expense Ratio0.880.19463%
Fund Existence12 years28 years-
Gain YTD14.33110.611135%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets888M64.9B1%
Annual Yield % from dividends1.001.6561%
Returns for 1 year31.1924.89125%
Returns for 3 years25.9349.8052%
Returns for 5 years4.1434.3612%
Returns for 10 years69.24130.3053%
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