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HNVIX vs VISVX
HNVIX vs VISVX Comparison
Open Charts HNVIX vs VISVX
Heartland Value Plus Institutional
Price$36.81
Change-$1.69 (-4.39%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
HNVIX vs VISVX Comparison Chart
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HNVIX 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 HNVIX is a Sell and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. HNVIX (298M). VISVX pays higher dividends than HNVIX: VISVX (1.90) vs HNVIX (1.14). HNVIX was incepted earlier than VISVX: HNVIX (17 years) vs VISVX (27 years). HNVIX is a more actively managed with annual turnover of: 53.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than HNVIX: VISVX (3000) vs HNVIX (500000). VISVX annual gain was more profitable for investors over the last year : 16.18 vs. HNVIX (7.35). VISVX return over 5 years is better than : 52.67 vs. HNVIX (14.63).
| HNVIX | VISVX | HNVIX / 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 | 6.480 | 14.945 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 63B | 0% |
| Annual Yield % from dividends | 1.14 | 1.90 | 60% |
| Returns for 1 year | 7.35 | 16.18 | 45% |
| Returns for 3 years | -15.41 | 20.58 | -75% |
| Returns for 5 years | 14.63 | 52.67 | 28% |
| Returns for 10 years | 22.65 | 105.07 | 22% |
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