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HRVIX vs VSIAX
HRVIX vs VSIAX Comparison
Open Charts HRVIX vs VSIAX
Heartland Value Plus Investor
Price$32.34
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets261.32M
Vanguard Small Cap Value Index Admiral
Price$81.43
Change-$0.11 (-0.13%)
VolumeN/A
Net Assets54.02B
HRVIX vs VSIAX Comparison Chart
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HRVIX vs. VSIAX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. HRVIX (261M). VSIAX pays higher dividends than HRVIX: VSIAX (2.23) vs HRVIX (0.53). HRVIX was incepted earlier than VSIAX: HRVIX (32 years) vs VSIAX (14 years). HRVIX (1.21) is less costly to investors than VSIAX (0.07). HRVIX is a more actively managed with annual turnover of: 68.00 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 : 2.78 vs. HRVIX (-7.83). VSIAX return over 5 years is better than : 65.19 vs. HRVIX (-1.05).
| HRVIX | VSIAX | HRVIX / VSIAX | |
| Total Expense Ratio | 1.21 | 0.07 | 1,729% |
| Annual Report Gross Expense Ratio | 1.21 | 0.07 | 1,729% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | -9.573 | -4.104 | 233% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261M | 54B | 0% |
| Annual Yield % from dividends | 0.53 | 2.23 | 24% |
| Returns for 1 year | -7.83 | 2.78 | -282% |
| Returns for 3 years | -12.40 | 13.59 | -91% |
| Returns for 5 years | -1.05 | 65.19 | -2% |
| Returns for 10 years | 12.49 | 82.79 | 15% |
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