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HRVIX vs VSIAX
HRVIX vs VSIAX Comparison
Open Charts HRVIX vs VSIAX
Heartland Value Plus Investor
Price$36.77
Change+$0.52 (+1.43%)
VolumeN/A
Net Assets283.34M
Vanguard Small Cap Value Index Admiral
Price$90.99
Change+$1.23 (+1.37%)
VolumeN/A
Net Assets59.22B
HRVIX vs VSIAX Comparison Chart in %
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HRVIX vs. VSIAX commentary
Sep 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 Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.2B vs. HRVIX (283M). VSIAX pays higher dividends than HRVIX: VSIAX (1.97) vs HRVIX (0.46). 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 : 5.98 vs. HRVIX (-2.32). VSIAX return over 5 years is better than : 87.49 vs. HRVIX (16.59).
| 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 | 1.172 | 5.695 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 59.2B | 0% |
| Annual Yield % from dividends | 0.46 | 1.97 | 23% |
| Returns for 1 year | -2.32 | 5.98 | -39% |
| Returns for 3 years | 5.37 | 33.90 | 16% |
| Returns for 5 years | 16.59 | 87.49 | 19% |
| Returns for 10 years | 47.07 | 116.07 | 41% |
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