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HRVIX vs VSIAX
HRVIX vs VSIAX Comparison
Open Charts HRVIX vs VSIAX
Heartland Value Plus Investor
Price$36.98
Change+$0.43 (+1.18%)
VolumeN/A
Net Assets311.35M
Vanguard Small Cap Value Index Admiral
Price$87.91
Change+$0.39 (+0.45%)
VolumeN/A
Net Assets58.32B
HRVIX vs VSIAX Comparison Chart
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HRVIX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. HRVIX (311M). 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 : 18.49 vs. HRVIX (6.07). VSIAX return over 5 years is better than : 50.37 vs. HRVIX (6.16).
| 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 | 3.210 | 3.217 | 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 | 2.01 | 43% |
| Returns for 1 year | 6.07 | 18.49 | 33% |
| Returns for 3 years | -3.92 | 17.05 | -23% |
| Returns for 5 years | 6.16 | 50.37 | 12% |
| Returns for 10 years | 33.40 | 109.60 | 30% |
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