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HNTVX vs VISVX
HNTVX vs VISVX Comparison
Open Charts HNTVX vs VISVX
Heartland Value Institutional
Price$53.34
Change-$2.25 (-4.05%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
HNTVX vs VISVX Comparison Chart
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HNTVX vs. VISVX commentary
Dec 19, 2024
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: 63B vs. HNTVX (808M). 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). HNTVX annual gain was more profitable for investors over the last year : 19.26 vs. VISVX (16.18). VISVX return over 5 years is better than : 52.67 vs. HNTVX (43.14).
| 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 | 22.018 | 14.945 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 808M | 63B | 1% |
| Annual Yield % from dividends | 0.81 | 1.90 | 42% |
| Returns for 1 year | 19.26 | 16.18 | 119% |
| Returns for 3 years | 11.27 | 20.58 | 55% |
| Returns for 5 years | 43.14 | 52.67 | 82% |
| Returns for 10 years | 19.76 | 105.07 | 19% |
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