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HRTVX vs VSIAX
HRTVX vs VSIAX Comparison
Open Charts HRTVX vs VSIAX
Heartland Value Investor
Price$44.49
Change-$1.12 (-2.46%)
VolumeN/A
Net Assets735.45M
Vanguard Small Cap Value Index Admiral
Price$80.53
Change-$1.67 (-2.03%)
VolumeN/A
Net Assets57.63B
HRTVX vs VSIAX Comparison Chart
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HRTVX vs. VSIAX commentary
Mar 11, 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 VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. HRTVX (735M). VSIAX pays higher dividends than HRTVX: VSIAX (1.98) vs HRTVX (0.76). HRTVX was incepted earlier than VSIAX: HRTVX (40 years) vs VSIAX (13 years). HRTVX (1.07) is less costly to investors than VSIAX (0.07). HRTVX is a more actively managed with annual turnover of: 34.00 vs. VSIAX (16.00). HRTVX has a lower initial minimum investment than VSIAX: HRTVX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 3.54 vs. HRTVX (0.43). VSIAX return over 5 years is better than : 67.49 vs. HRTVX (41.93).
| HRTVX | VSIAX | HRTVX / VSIAX | |
| Total Expense Ratio | 1.07 | 0.07 | 1,529% |
| Annual Report Gross Expense Ratio | 1.07 | 0.07 | 1,529% |
| Fund Existence | 40 years | 13 years | - |
| Gain YTD | -4.542 | -3.487 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 735M | 57.6B | 1% |
| Annual Yield % from dividends | 0.76 | 1.98 | 38% |
| Returns for 1 year | 0.43 | 3.54 | 12% |
| Returns for 3 years | 3.99 | 16.55 | 24% |
| Returns for 5 years | 41.93 | 67.49 | 62% |
| Returns for 10 years | 9.08 | 89.97 | 10% |
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