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HNVIX vs VSIAX
HNVIX vs VSIAX Comparison
Open Charts HNVIX vs VSIAX
Heartland Value Plus Institutional
Price$36.81
Change-$1.69 (-4.39%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.23
Change-$3.35 (-3.78%)
VolumeN/A
CapitalizationN/A
HNVIX vs VSIAX Comparison Chart
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HNVIX 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 HNVIX is a Sell and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B 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 : 16.23 vs. HNVIX (7.35). VSIAX return over 5 years is better than : 52.83 vs. HNVIX (14.63).
| 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 | 6.480 | 15.031 | 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 | 2.01 | 57% |
| Returns for 1 year | 7.35 | 16.23 | 45% |
| Returns for 3 years | -15.41 | 20.67 | -75% |
| Returns for 5 years | 14.63 | 52.83 | 28% |
| Returns for 10 years | 22.65 | 105.65 | 21% |
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