Ad is loading...
HRTVX vs VISVX
HRTVX vs VISVX Comparison
Open Charts HRTVX vs VISVX
Heartland Value Investor
Price$47.66
Change-$1.30 (-2.66%)
VolumeN/A
Net Assets772.32M
Vanguard Small Cap Value Index I
Price$47.39
Change-$1.09 (-2.25%)
VolumeN/A
Net Assets60.22B
HRTVX vs VISVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HRTVX vs. VISVX 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 HRTVX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 60.2B vs. HRTVX (772M). VISVX pays higher dividends than HRTVX: VISVX (1.90) vs HRTVX (0.67). HRTVX was incepted earlier than VISVX: HRTVX (40 years) vs VISVX (27 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 : 9.96 vs. HRTVX (8.50). VISVX return over 5 years is better than : 47.46 vs. HRTVX (27.09).
| HRTVX | VISVX | HRTVX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 40 years | 27 years | - |
| Gain YTD | -0.251 | -0.316 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 772M | 60.2B | 1% |
| Annual Yield % from dividends | 0.67 | 1.90 | 35% |
| Returns for 1 year | 8.50 | 9.96 | 85% |
| Returns for 3 years | 11.05 | 17.90 | 62% |
| Returns for 5 years | 27.09 | 47.46 | 57% |
| Returns for 10 years | 11.29 | 90.10 | 13% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DESIX | 9.88 | N/A | N/A |
| DFA Em Mkts Sustnby Cor 1 Instl | |||
| SIIEX | 15.26 | -0.04 | -0.26% |
| Touchstone International Value Y | |||
| PZHEX | 12.69 | -0.16 | -1.25% |
| T. Rowe Price Hedged Equity Z | |||
| CCPAX | 14.27 | -0.26 | -1.79% |
| FS Chiron Capital Allocation A | |||
| RFEBX | 82.59 | -1.63 | -1.94% |
| American Funds Fundamental Invs R2E | |||