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HNTVX vs VSIAX
HNTVX vs VSIAX Comparison
Open Charts HNTVX vs VSIAX
Heartland Value Institutional
Price$53.34
Change-$2.25 (-4.05%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.23
Change-$3.35 (-3.78%)
VolumeN/A
CapitalizationN/A
HNTVX vs VSIAX Comparison Chart
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HNTVX vs. VSIAX 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. HNTVX (808M). VSIAX pays higher dividends than HNTVX: VSIAX (2.01) vs HNTVX (0.81). HNTVX was incepted earlier than VSIAX: HNTVX (17 years) vs VSIAX (13 years). HNTVX is a more actively managed with annual turnover of: 43.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than HNTVX: VSIAX (3000) vs HNTVX (500000). HNTVX annual gain was more profitable for investors over the last year : 19.26 vs. VSIAX (16.23). VSIAX return over 5 years is better than : 52.83 vs. HNTVX (43.14).
| HNTVX | VSIAX | HNTVX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 13 years | - |
| Gain YTD | 22.018 | 15.031 | 146% |
| 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 | 2.01 | 40% |
| Returns for 1 year | 19.26 | 16.23 | 119% |
| Returns for 3 years | 11.27 | 20.67 | 55% |
| Returns for 5 years | 43.14 | 52.83 | 82% |
| Returns for 10 years | 19.76 | 105.65 | 19% |
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