HRTVX
Price
$44.49
Change
-$1.12 (-2.46%)
Updated
Mar 10 closing price
Net Assets
735.45M
VSIAX
Price
$80.53
Change
-$1.67 (-2.03%)
Updated
Mar 10 closing price
Net Assets
57.63B
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HRTVX vs VSIAX

Header iconHRTVX vs VSIAX Comparison
Open Charts HRTVX vs VSIAXBanner chart's image
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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VS
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.

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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).
HRTVXVSIAXHRTVX / VSIAX
Total Expense Ratio1.070.071,529%
Annual Report Gross Expense Ratio1.070.071,529%
Fund Existence40 years13 years-
Gain YTD-4.542-3.487130%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets735M57.6B1%
Annual Yield % from dividends0.761.9838%
Returns for 1 year0.433.5412%
Returns for 3 years3.9916.5524%
Returns for 5 years41.9367.4962%
Returns for 10 years9.0889.9710%
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