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HRTVX vs VSIAX
HRTVX vs VSIAX Comparison
Open Charts HRTVX vs VSIAX
Heartland Value Investor
Price$53.85
Change+$0.23 (+0.43%)
VolumeN/A
Net Assets861.96M
Vanguard Small Cap Value Index Admiral
Price$90.62
Change+$0.38 (+0.42%)
VolumeN/A
Net Assets59.22B
HRTVX vs VSIAX Comparison Chart in %
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HRTVX vs. VSIAX commentary
Sep 08, 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 StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.2B vs. HRTVX (862M). VSIAX pays higher dividends than HRTVX: VSIAX (1.97) vs HRTVX (0.68). HRTVX was incepted earlier than VSIAX: HRTVX (41 years) vs VSIAX (14 years). HRTVX (1.06) 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). HRTVX annual gain was more profitable for investors over the last year : 10.91 vs. VSIAX (10.22). VSIAX return over 5 years is better than : 86.42 vs. HRTVX (54.46).
| HRTVX | VSIAX | HRTVX / VSIAX | |
| Total Expense Ratio | 1.06 | 0.07 | 1,514% |
| Annual Report Gross Expense Ratio | 1.06 | 0.07 | 1,514% |
| Fund Existence | 41 years | 14 years | - |
| Gain YTD | 12.704 | 6.707 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 862M | 59.2B | 1% |
| Annual Yield % from dividends | 0.68 | 1.97 | 34% |
| Returns for 1 year | 10.91 | 10.22 | 107% |
| Returns for 3 years | 33.08 | 36.67 | 90% |
| Returns for 5 years | 54.46 | 86.42 | 63% |
| Returns for 10 years | 44.65 | 117.84 | 38% |
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