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HNTVX vs VISVX
HNTVX vs VISVX Comparison
Open Charts HNTVX vs VISVX
Heartland Value Institutional
Price$48.75
Change+$0.59 (+1.23%)
VolumeN/A
Net Assets747.62M
Vanguard Small Cap Value Index I
Price$46.00
Change+$0.56 (+1.23%)
VolumeN/A
Net Assets54.02B
HNTVX vs VISVX Comparison Chart
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HNTVX vs. VISVX commentary
Jun 07, 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 StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. HNTVX (748M). VISVX pays higher dividends than HNTVX: VISVX (2.11) vs HNTVX (0.91). HNTVX was incepted earlier than VISVX: HNTVX (17 years) vs VISVX (27 years). HNTVX (0.91) is less costly to investors than VISVX (0.19). HNTVX is a more actively managed with annual turnover of: 34.00 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 : 2.98 vs. HNTVX (2.81). VISVX return over 5 years is better than : 64.79 vs. HNTVX (42.45).
| HNTVX | VISVX | HNTVX / VISVX | |
| Total Expense Ratio | 0.91 | 0.19 | 479% |
| Annual Report Gross Expense Ratio | 0.91 | 0.19 | 479% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | -2.074 | -4.268 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 748M | 54B | 1% |
| Annual Yield % from dividends | 0.91 | 2.11 | 43% |
| Returns for 1 year | 2.81 | 2.98 | 94% |
| Returns for 3 years | 8.30 | 12.08 | 69% |
| Returns for 5 years | 42.45 | 64.79 | 66% |
| Returns for 10 years | 13.83 | 82.39 | 17% |
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