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HRVIX vs VISVX
HRVIX vs VISVX Comparison
Open Charts HRVIX vs VISVX
Heartland Value Plus Investor
Price$36.98
Change+$0.43 (+1.18%)
VolumeN/A
Net Assets311.35M
Vanguard Small Cap Value Index I
Price$49.06
Change+$0.22 (+0.45%)
VolumeN/A
Net Assets58.32B
HRVIX vs VISVX Comparison Chart
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HRVIX vs. VISVX commentary
Jan 19, 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: 58.3B vs. HRVIX (311M). 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 : 18.46 vs. HRVIX (6.07). VISVX return over 5 years is better than : 50.22 vs. HRVIX (6.16).
| 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 | 3.210 | 3.197 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 311M | 58.3B | 1% |
| Annual Yield % from dividends | 0.87 | 1.90 | 46% |
| Returns for 1 year | 6.07 | 18.46 | 33% |
| Returns for 3 years | -3.92 | 16.97 | -23% |
| Returns for 5 years | 6.16 | 50.22 | 12% |
| Returns for 10 years | 33.40 | 109.01 | 31% |
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