HWVIX
Price
$14.54
Change
-$0.04 (-0.27%)
Updated
Jun 22 closing price
Net Assets
895.76M
VISVX
Price
$57.29
Change
+$0.11 (+0.19%)
Updated
Jun 22 closing price
Net Assets
65.47B
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HWVIX vs VISVX

HWVIX vs VISVX Comparison Chart in %
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HWVIX vs. VISVX commentary
Jun 24, 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: 65.5B vs. HWVIX (896M). 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 : 29.57 vs. VISVX (24.54). VISVX return over 5 years is better than : 39.52 vs. HWVIX (9.20).
HWVIXVISVXHWVIX / VISVX
Total Expense Ratio0.810.19426%
Annual Report Gross Expense Ratio0.880.19463%
Fund Existence12 years28 years-
Gain YTD16.08312.917125%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets896M65.5B1%
Annual Yield % from dividends1.001.6561%
Returns for 1 year29.5724.54120%
Returns for 3 years27.9753.0053%
Returns for 5 years9.2039.5223%
Returns for 10 years76.99142.7654%
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