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HRVIX vs VSIAX
HRVIX vs VSIAX Comparison
Open Charts HRVIX vs VSIAX
Heartland Value Plus Investor
Price$34.55
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets271.74M
Vanguard Small Cap Value Index Admiral
Price$85.24
Change+$0.15 (+0.18%)
VolumeN/A
Net Assets56.44B
HRVIX vs VSIAX Comparison Chart in %
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HRVIX vs. VSIAX commentary
Aug 10, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 56.4B vs. HRVIX (272M). VSIAX pays higher dividends than HRVIX: VSIAX (2.07) vs HRVIX (0.49). 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 : 6.79 vs. HRVIX (-1.99). VSIAX return over 5 years is better than : 74.58 vs. HRVIX (6.91).
| 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 | -3.489 | 0.372 | -937% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 272M | 56.4B | 0% |
| Annual Yield % from dividends | 0.49 | 2.07 | 24% |
| Returns for 1 year | -1.99 | 6.79 | -29% |
| Returns for 3 years | -3.75 | 23.14 | -16% |
| Returns for 5 years | 6.91 | 74.58 | 9% |
| Returns for 10 years | 31.52 | 96.41 | 33% |
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