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HRVIX vs VISVX
HRVIX vs VISVX Comparison
Open Charts HRVIX vs VISVX
Heartland Value Plus Investor
Price$37.42
Change-$0.46 (-1.21%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.91
Change-$0.41 (-0.85%)
VolumeN/A
CapitalizationN/A
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HRVIX vs VISVX Comparison Chart
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HRVIX vs. VISVX commentary
Sep 21, 2024
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 StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. HRVIX (304M). VISVX pays higher dividends than HRVIX: VISVX (1.90) vs HRVIX (0.87). HRVIX was incepted earlier than VISVX: HRVIX (31 years) vs VISVX (26 years). HRVIX is a more actively managed with annual turnover of: 53.00 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 : 25.80 vs. HRVIX (7.23). VISVX return over 5 years is better than : 56.98 vs. HRVIX (12.79).
| HRVIX | VISVX | HRVIX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 26 years | - |
| Gain YTD | 1.080 | 11.310 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 304M | 57.3B | 1% |
| Annual Yield % from dividends | 0.87 | 1.90 | 46% |
| Returns for 1 year | 7.23 | 25.80 | 28% |
| Returns for 3 years | -17.73 | 21.42 | -83% |
| Returns for 5 years | 12.79 | 56.98 | 22% |
| Returns for 10 years | 14.69 | 108.54 | 14% |