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HRTVX vs VSIAX
HRTVX vs VSIAX Comparison
Open Charts HRTVX vs VSIAX
Heartland Value Investor
Price$50.66
Change-$0.56 (-1.09%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
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HRTVX vs VSIAX Comparison Chart
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HRTVX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. HRTVX (771M). VSIAX pays higher dividends than HRTVX: VSIAX (2.01) vs HRTVX (0.67). HRTVX was incepted earlier than VSIAX: HRTVX (40 years) vs VSIAX (13 years). HRTVX is a more actively managed with annual turnover of: 43.00 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 : 25.86 vs. HRTVX (19.50). VSIAX return over 5 years is better than : 57.13 vs. HRTVX (36.51).
| HRTVX | VSIAX | HRTVX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 40 years | 13 years | - |
| Gain YTD | 12.603 | 11.368 | 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 | 2.01 | 33% |
| Returns for 1 year | 19.50 | 25.86 | 75% |
| Returns for 3 years | 6.51 | 21.48 | 30% |
| Returns for 5 years | 36.51 | 57.13 | 64% |
| Returns for 10 years | 7.95 | 109.18 | 7% |