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HRVIX vs VISVX
HRVIX vs VISVX Comparison
Open Charts HRVIX vs VISVX
Heartland Value Plus Investor
Price$34.06
Change+$0.23 (+0.68%)
VolumeN/A
Net Assets269.72M
Vanguard Small Cap Value Index I
Price$47.60
Change+$0.25 (+0.53%)
VolumeN/A
Net Assets55.61B
HRVIX vs VISVX Comparison Chart in %
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HRVIX vs. VISVX commentary
Jul 17, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. HRVIX (270M). VISVX pays higher dividends than HRVIX: VISVX (1.99) vs HRVIX (0.51). 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 : 1.20 vs. HRVIX (-9.38). VISVX return over 5 years is better than : 84.54 vs. HRVIX (9.35).
| 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 | -5.582 | -0.127 | 4,388% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 55.6B | 0% |
| Annual Yield % from dividends | 0.51 | 1.99 | 25% |
| Returns for 1 year | -9.38 | 1.20 | -780% |
| Returns for 3 years | -1.58 | 32.50 | -5% |
| Returns for 5 years | 9.35 | 84.54 | 11% |
| Returns for 10 years | 21.09 | 90.87 | 23% |
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