HWVZX
Price
$15.37
Change
+$0.08 (+0.52%)
Updated
Sep 11 closing price
Net Assets
872.91M
VSIAX
Price
$104.04
Change
+$0.83 (+0.80%)
Updated
Sep 11 closing price
Net Assets
68.22B
Interact to see
Advertisement

HWVZX vs VSIAX

HWVZX vs VSIAX Comparison Chart in %
View a ticker or compare two or three
VS
HWVZX vs. VSIAX commentary
Sep 13, 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 HWVZX is a Hold and VSIAX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 68.2B vs. HWVZX (873M). VSIAX pays higher dividends than HWVZX: VSIAX (1.75) vs HWVZX (0.97). HWVZX was incepted earlier than VSIAX: HWVZX (7 years) vs VSIAX (15 years). HWVZX (0.78) is less costly to investors than VSIAX (0.07). HWVZX is a more actively managed with annual turnover of: 60.00 vs. VSIAX (25.00). VSIAX has a lower initial minimum investment than HWVZX: VSIAX (3000) vs HWVZX (1000000). HWVZX annual gain was more profitable for investors over the last year : 20.60 vs. VSIAX (13.62). VSIAX return over 5 years is better than : 44.40 vs. HWVZX (19.24).
HWVZXVSIAXHWVZX / VSIAX
Total Expense Ratio0.780.071,114%
Annual Report Gross Expense Ratio0.780.071,114%
Fund Existence7 years15 years-
Gain YTD21.83313.663160%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets873M68.2B1%
Annual Yield % from dividends0.971.7556%
Returns for 1 year20.6013.62151%
Returns for 3 years29.6648.3661%
Returns for 5 years19.2444.4043%
Returns for 10 yearsN/A132.86-
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 %
OISVX16.280.15
+0.93%
Optimum Small-Mid Cap Value Instl
NMAVX13.93N/A
N/A
Nuance Mid Cap Value Investor
RYHOX94.21N/A
N/A
Rydex NASDAQ-100® H
UINQX69.91N/A
N/A
Victory Nasdaq 100 Index Institutional
FSEKX17.03N/A
N/A
Fidelity Advisor Sustainable U.S. Eq A