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HNTVX vs VSCAX
HNTVX vs VSCAX Comparison
Open Charts HNTVX vs VSCAX
Heartland Value Institutional
Price$55.45
Change-$0.59 (-1.05%)
VolumeN/A
Net Assets854.47M
Invesco Small Cap Value A
Price$25.63
Change-$0.18 (-0.70%)
VolumeN/A
Net Assets7.36B
HNTVX vs VSCAX Comparison Chart in %
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HNTVX vs. VSCAX commentary
Sep 16, 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 VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.36B vs. HNTVX (854M). HNTVX pays higher dividends than VSCAX: HNTVX (0.80) vs VSCAX (0.32). HNTVX was incepted earlier than VSCAX: HNTVX (17 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than HNTVX (0.91). VSCAX is a more actively managed with annual turnover of: 52.00 vs. HNTVX (34.00). VSCAX has a lower initial minimum investment than HNTVX: VSCAX (1000) vs HNTVX (500000). VSCAX annual gain was more profitable for investors over the last year : 13.38 vs. HNTVX (11.27). VSCAX return over 5 years is better than : 125.43 vs. HNTVX (59.44).
| HNTVX | VSCAX | HNTVX / VSCAX | |
| Total Expense Ratio | 0.91 | 1.12 | 81% |
| Annual Report Gross Expense Ratio | 0.91 | 1.12 | 81% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | 12.749 | 9.017 | 141% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 854M | 7.36B | 12% |
| Annual Yield % from dividends | 0.80 | 0.32 | 246% |
| Returns for 1 year | 11.27 | 13.38 | 84% |
| Returns for 3 years | 32.23 | 44.74 | 72% |
| Returns for 5 years | 59.44 | 125.43 | 47% |
| Returns for 10 years | 48.26 | 39.80 | 121% |
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