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HRTVX vs VISVX
HRTVX vs VISVX Comparison
Open Charts HRTVX vs VISVX
Heartland Value Investor
Price$50.66
Change-$0.56 (-1.09%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.91
Change-$0.41 (-0.85%)
VolumeN/A
CapitalizationN/A
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HRTVX vs VISVX Comparison Chart
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HRTVX vs. VISVX commentary
Sep 21, 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 HRTVX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. HRTVX (771M). VISVX pays higher dividends than HRTVX: VISVX (1.90) vs HRTVX (0.67). HRTVX was incepted earlier than VISVX: HRTVX (40 years) vs VISVX (26 years). HRTVX is a more actively managed with annual turnover of: 43.00 vs. VISVX (16.00). HRTVX has a lower initial minimum investment than VISVX: HRTVX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 25.80 vs. HRTVX (19.50). VISVX return over 5 years is better than : 56.98 vs. HRTVX (36.51).
| HRTVX | VISVX | HRTVX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 40 years | 26 years | - |
| Gain YTD | 12.603 | 11.310 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 771M | 57.3B | 1% |
| Annual Yield % from dividends | 0.67 | 1.90 | 35% |
| Returns for 1 year | 19.50 | 25.80 | 76% |
| Returns for 3 years | 6.51 | 21.42 | 30% |
| Returns for 5 years | 36.51 | 56.98 | 64% |
| Returns for 10 years | 7.95 | 108.54 | 7% |
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