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HNVIX vs VISVX
HNVIX vs VISVX Comparison
Open Charts HNVIX vs VISVX
Heartland Value Plus Institutional
Price$36.68
Change+$0.43 (+1.19%)
VolumeN/A
Net Assets311.35M
Vanguard Small Cap Value Index I
Price$49.06
Change+$0.22 (+0.45%)
VolumeN/A
Net Assets58.32B
HNVIX vs VISVX Comparison Chart
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HNVIX 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 HNVIX is a Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. HNVIX (311M). 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 : 18.46 vs. HNVIX (6.34). VISVX return over 5 years is better than : 50.22 vs. HNVIX (7.29).
| 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 | 3.208 | 3.197 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 311M | 58.3B | 1% |
| Annual Yield % from dividends | 1.14 | 1.90 | 60% |
| Returns for 1 year | 6.34 | 18.46 | 34% |
| Returns for 3 years | -3.20 | 16.97 | -19% |
| Returns for 5 years | 7.29 | 50.22 | 15% |
| Returns for 10 years | 35.65 | 109.01 | 33% |
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