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HNVIX vs VSIAX
HNVIX vs VSIAX Comparison
Open Charts HNVIX vs VSIAX
Heartland Value Plus Institutional
Price$34.92
Change-$0.80 (-2.24%)
VolumeN/A
Net Assets297.97M
Vanguard Small Cap Value Index Admiral
Price$84.92
Change-$1.96 (-2.26%)
VolumeN/A
Net Assets60.22B
HNVIX vs VSIAX Comparison Chart
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HNVIX vs. VSIAX commentary
Feb 23, 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 60.2B vs. HNVIX (298M). 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 : 9.98 vs. HNVIX (0.32). VSIAX return over 5 years is better than : 47.61 vs. HNVIX (7.61).
| 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 | -1.745 | -0.294 | 594% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 60.2B | 0% |
| Annual Yield % from dividends | 1.14 | 2.01 | 57% |
| Returns for 1 year | 0.32 | 9.98 | 3% |
| Returns for 3 years | -2.37 | 17.97 | -13% |
| Returns for 5 years | 7.61 | 47.61 | 16% |
| Returns for 10 years | 21.22 | 90.53 | 23% |
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