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HRVIX vs VSIAX
HRVIX vs VSIAX Comparison
Open Charts HRVIX vs VSIAX
Heartland Value Plus Investor
Price$35.19
Change-$0.82 (-2.28%)
VolumeN/A
Net Assets297.97M
Vanguard Small Cap Value Index Admiral
Price$84.92
Change-$1.96 (-2.26%)
VolumeN/A
Net Assets60.22B
HRVIX vs VSIAX Comparison Chart
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HRVIX vs. VSIAX commentary
Feb 23, 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 60.2B vs. HRVIX (298M). VSIAX pays higher dividends than HRVIX: VSIAX (2.01) vs HRVIX (0.87). HRVIX was incepted earlier than VSIAX: HRVIX (31 years) vs VSIAX (13 years). HRVIX is a more actively managed with annual turnover of: 53.00 vs. VSIAX (16.00). HRVIX has a lower initial minimum investment than VSIAX: HRVIX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 9.98 vs. HRVIX (0.05). VSIAX return over 5 years is better than : 47.61 vs. HRVIX (6.46).
| HRVIX | VSIAX | HRVIX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 13 years | - |
| Gain YTD | -1.786 | -0.294 | 609% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 60.2B | 0% |
| Annual Yield % from dividends | 0.87 | 2.01 | 43% |
| Returns for 1 year | 0.05 | 9.98 | 1% |
| Returns for 3 years | -3.11 | 17.97 | -17% |
| Returns for 5 years | 6.46 | 47.61 | 14% |
| Returns for 10 years | 19.22 | 90.53 | 21% |
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