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HNVIX vs VSIAX
HNVIX vs VSIAX Comparison
Open Charts HNVIX vs VSIAX
Heartland Value Plus Institutional
Price$38.74
Change-$0.40 (-1.02%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.94
Change-$0.60 (-0.67%)
VolumeN/A
CapitalizationN/A
HNVIX vs VSIAX Comparison Chart
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HNVIX vs. VSIAX commentary
Nov 18, 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 StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. HNVIX (303M). VSIAX pays higher dividends than HNVIX: VSIAX (2.01) vs HNVIX (1.14). HNVIX was incepted earlier than VSIAX: HNVIX (17 years) vs VSIAX (13 years). HNVIX is a more actively managed with annual turnover of: 53.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than HNVIX: VSIAX (3000) vs HNVIX (500000). VSIAX annual gain was more profitable for investors over the last year : 28.76 vs. HNVIX (13.48). VSIAX return over 5 years is better than : 57.44 vs. HNVIX (18.50).
| HNVIX | VSIAX | HNVIX / 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 | 5.472 | 15.498 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 303M | 57.6B | 1% |
| Annual Yield % from dividends | 1.14 | 2.01 | 57% |
| Returns for 1 year | 13.48 | 28.76 | 47% |
| Returns for 3 years | -20.88 | 13.29 | -157% |
| Returns for 5 years | 18.50 | 57.44 | 32% |
| Returns for 10 years | 20.55 | 108.79 | 19% |