HWVIX
Price
$15.45
Change
-$0.01 (-0.06%)
Updated
Jul 31 closing price
Net Assets
895.17M
VSIIX
Price
$58.75
Change
-$0.11 (-0.19%)
Updated
Jul 31 closing price
Net Assets
67.78B
Interact to see
Advertisement

HWVIX vs VSIIX

HWVIX vs VSIIX Comparison Chart in %
View a ticker or compare two or three
VS
HWVIX vs. VSIIX commentary
Aug 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 HWVIX is a Buy and VSIIX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 67.8B vs. HWVIX (895M). VSIIX pays higher dividends than HWVIX: VSIIX (1.77) vs HWVIX (0.93). HWVIX was incepted earlier than VSIIX: HWVIX (12 years) vs VSIIX (27 years). HWVIX (0.88) is less costly to investors than VSIIX (0.05). HWVIX is a more actively managed with annual turnover of: 60.00 vs. VSIIX (25.00). HWVIX has a lower initial minimum investment than VSIIX: HWVIX (250000) vs VSIIX (5000000). HWVIX annual gain was more profitable for investors over the last year : 33.20 vs. VSIIX (23.87). VSIIX return over 5 years is better than : 46.42 vs. HWVIX (18.94).
HWVIXVSIIXHWVIX / VSIIX
Total Expense Ratio0.810.051,620%
Annual Report Gross Expense Ratio0.880.051,760%
Fund Existence12 years27 years-
Gain YTD23.01015.746146%
Front LoadN/AN/A-
Min. Initial Investment25000050000005%
Min. Initial Investment IRAN/AN/A-
Net Assets895M67.8B1%
Annual Yield % from dividends0.931.7752%
Returns for 1 year33.2023.87139%
Returns for 3 years21.2242.8949%
Returns for 5 years18.9446.4241%
Returns for 10 years76.92136.3156%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
BAICX10.630.05
+0.49%
BlackRock Multi-Asset Income Investor A
VBPIX24.120.08
+0.33%
Vanguard Baillie GiffordGlbPstvImpStkInv
GTAPX14.050.01
+0.07%
Glenmede Long/Short Eq Ptf
DISIX26.74-0.03
-0.11%
BNY Mellon Small Cap Stock Index I
FMPOX37.87-0.11
-0.29%
Fidelity Advisor Mid Cap Value I