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HRVIX vs VISVX
HRVIX vs VISVX Comparison
Open Charts HRVIX vs VISVX
Heartland Value Plus Investor
Price$37.00
Change-$1.70 (-4.39%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
HRVIX vs VISVX Comparison Chart
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HRVIX vs. VISVX commentary
Dec 19, 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 Sell and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. HRVIX (298M). VISVX pays higher dividends than HRVIX: VISVX (1.90) vs HRVIX (0.87). HRVIX was incepted earlier than VISVX: HRVIX (31 years) vs VISVX (27 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 : 16.18 vs. HRVIX (7.08). VISVX return over 5 years is better than : 52.67 vs. HRVIX (13.41).
| HRVIX | VISVX | HRVIX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 27 years | - |
| Gain YTD | 6.213 | 14.945 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 63B | 0% |
| Annual Yield % from dividends | 0.87 | 1.90 | 46% |
| Returns for 1 year | 7.08 | 16.18 | 44% |
| Returns for 3 years | -15.91 | 20.58 | -77% |
| Returns for 5 years | 13.41 | 52.67 | 25% |
| Returns for 10 years | 20.65 | 105.07 | 20% |
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