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HRVIX vs VISVX
HRVIX vs VISVX Comparison
Open Charts HRVIX vs VISVX
Heartland Value Plus Investor
Price$34.55
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets271.74M
Vanguard Small Cap Value Index I
Price$47.57
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets56.44B
HRVIX vs VISVX Comparison Chart in %
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HRVIX vs. VISVX commentary
Aug 10, 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 HRVIX is a Hold and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. HRVIX (272M). VISVX pays higher dividends than HRVIX: VISVX (1.95) vs HRVIX (0.49). HRVIX was incepted earlier than VISVX: HRVIX (32 years) vs VISVX (27 years). HRVIX (1.21) is less costly to investors than VISVX (0.19). HRVIX is a more actively managed with annual turnover of: 68.00 vs. VISVX (16.00). HRVIX has a lower initial minimum investment than VISVX: HRVIX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 6.76 vs. HRVIX (-1.99). VISVX return over 5 years is better than : 74.40 vs. HRVIX (6.91).
| HRVIX | VISVX | HRVIX / VISVX | |
| Total Expense Ratio | 1.21 | 0.19 | 637% |
| Annual Report Gross Expense Ratio | 1.21 | 0.19 | 637% |
| Fund Existence | 32 years | 27 years | - |
| Gain YTD | -3.489 | 0.337 | -1,036% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 272M | 56.4B | 0% |
| Annual Yield % from dividends | 0.49 | 1.95 | 25% |
| Returns for 1 year | -1.99 | 6.76 | -29% |
| Returns for 3 years | -3.75 | 23.04 | -16% |
| Returns for 5 years | 6.91 | 74.40 | 9% |
| Returns for 10 years | 31.52 | 95.98 | 33% |
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