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HNTVX vs VISVX
HNTVX vs VISVX Comparison
Open Charts HNTVX vs VISVX
Heartland Value Institutional
Price$50.10
Change+$0.18 (+0.36%)
VolumeN/A
Net Assets791.74M
Vanguard Small Cap Value Index I
Price$49.06
Change+$0.22 (+0.45%)
VolumeN/A
Net Assets58.32B
HNTVX vs VISVX Comparison Chart
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HNTVX vs. VISVX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. HNTVX (792M). 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 : 18.46 vs. HNTVX (13.95). VISVX return over 5 years is better than : 50.22 vs. HNTVX (30.20).
| 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 | 1.871 | 3.197 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 792M | 58.3B | 1% |
| Annual Yield % from dividends | 0.81 | 1.90 | 42% |
| Returns for 1 year | 13.95 | 18.46 | 76% |
| Returns for 3 years | 8.77 | 16.97 | 52% |
| Returns for 5 years | 30.20 | 50.22 | 60% |
| Returns for 10 years | 22.36 | 109.01 | 21% |
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