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HRVIX vs VSIAX
HRVIX vs VSIAX Comparison
Open Charts HRVIX vs VSIAX
Heartland Value Plus Investor
Price$37.00
Change-$1.70 (-4.39%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.23
Change-$3.35 (-3.78%)
VolumeN/A
CapitalizationN/A
HRVIX vs VSIAX Comparison Chart
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HRVIX vs. VSIAX commentary
Dec 19, 2024
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 Sell and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B 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 : 16.23 vs. HRVIX (7.08). VSIAX return over 5 years is better than : 52.83 vs. HRVIX (13.41).
| 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 | 6.213 | 15.031 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 63B | 0% |
| Annual Yield % from dividends | 0.87 | 2.01 | 43% |
| Returns for 1 year | 7.08 | 16.23 | 44% |
| Returns for 3 years | -15.91 | 20.67 | -77% |
| Returns for 5 years | 13.41 | 52.83 | 25% |
| Returns for 10 years | 20.65 | 105.65 | 20% |
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