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HNTVX vs VISVX
HNTVX vs VISVX Comparison
Open Charts HNTVX vs VISVX
Heartland Value Institutional
Price$49.07
Change-$1.34 (-2.66%)
VolumeN/A
Net Assets772.32M
Vanguard Small Cap Value Index I
Price$47.39
Change-$1.09 (-2.25%)
VolumeN/A
Net Assets60.22B
HNTVX vs VISVX Comparison Chart
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HNTVX vs. VISVX commentary
Feb 23, 2025
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 HNTVX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 60.2B vs. HNTVX (772M). VISVX pays higher dividends than HNTVX: VISVX (1.90) vs HNTVX (0.81). HNTVX was incepted earlier than VISVX: HNTVX (17 years) vs VISVX (27 years). HNTVX is a more actively managed with annual turnover of: 43.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than HNTVX: VISVX (3000) vs HNTVX (500000). VISVX annual gain was more profitable for investors over the last year : 12.49 vs. HNTVX (8.91). VISVX return over 5 years is better than : 50.85 vs. HNTVX (28.89).
| HNTVX | VISVX | HNTVX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | -0.224 | 1.977 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 772M | 60.2B | 1% |
| Annual Yield % from dividends | 0.81 | 1.90 | 42% |
| Returns for 1 year | 8.91 | 12.49 | 71% |
| Returns for 3 years | 11.98 | 20.61 | 58% |
| Returns for 5 years | 28.89 | 50.85 | 57% |
| Returns for 10 years | 14.16 | 94.47 | 15% |