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HRVIX vs VISVX
HRVIX vs VISVX Comparison
Open Charts HRVIX vs VISVX
Heartland Value Plus Investor
Price$30.55
Change+$2.38 (+8.45%)
VolumeN/A
Net Assets233.37M
Vanguard Small Cap Value Index I
Price$42.40
Change+$3.34 (+8.55%)
VolumeN/A
Net Assets53.62B
HRVIX vs VISVX Comparison Chart
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HRVIX vs. VISVX commentary
Apr 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 HRVIX is a Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 53.6B vs. HRVIX (233M). VISVX pays higher dividends than HRVIX: VISVX (2.14) vs HRVIX (0.52). HRVIX was incepted earlier than VISVX: HRVIX (31 years) vs VISVX (27 years). HRVIX (1.18) 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 : -13.30 vs. HRVIX (-23.69). VISVX return over 5 years is better than : 69.67 vs. HRVIX (-0.50).
| HRVIX | VISVX | HRVIX / VISVX | |
| Total Expense Ratio | 1.18 | 0.19 | 621% |
| Annual Report Gross Expense Ratio | 1.18 | 0.19 | 621% |
| Fund Existence | 31 years | 27 years | - |
| Gain YTD | -21.379 | -17.709 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233M | 53.6B | 0% |
| Annual Yield % from dividends | 0.52 | 2.14 | 24% |
| Returns for 1 year | -23.69 | -13.30 | 178% |
| Returns for 3 years | -22.96 | -3.75 | 612% |
| Returns for 5 years | -0.50 | 69.67 | -1% |
| Returns for 10 years | -4.23 | 54.64 | -8% |
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