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HWVZX vs VSIIX
HWVZX vs VSIIX Comparison
Open Charts HWVZX vs VSIIX
HWVZX vs VSIIX Comparison Chart in %
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HWVZX vs. VSIIX commentary
Sep 12, 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 VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 68.2B vs. HWVZX (873M). VSIIX pays higher dividends than HWVZX: VSIIX (1.77) vs HWVZX (0.97). HWVZX was incepted earlier than VSIIX: HWVZX (7 years) vs VSIIX (27 years). HWVZX (0.78) is less costly to investors than VSIIX (0.05). HWVZX is a more actively managed with annual turnover of: 60.00 vs. VSIIX (25.00). HWVZX has a lower initial minimum investment than VSIIX: HWVZX (1000000) vs VSIIX (5000000). HWVZX annual gain was more profitable for investors over the last year : 20.60 vs. VSIIX (13.62). VSIIX return over 5 years is better than : 44.41 vs. HWVZX (19.24).
| HWVZX | VSIIX | HWVZX / VSIIX | |
| Total Expense Ratio | 0.78 | 0.05 | 1,560% |
| Annual Report Gross Expense Ratio | 0.78 | 0.05 | 1,560% |
| Fund Existence | 7 years | 27 years | - |
| Gain YTD | 21.833 | 13.658 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 873M | 68.2B | 1% |
| Annual Yield % from dividends | 0.97 | 1.77 | 55% |
| Returns for 1 year | 20.60 | 13.62 | 151% |
| Returns for 3 years | 29.66 | 48.37 | 61% |
| Returns for 5 years | 19.24 | 44.41 | 43% |
| Returns for 10 years | N/A | 132.94 | - |
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