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HRVIX vs VSIAX
HRVIX vs VSIAX Comparison
Open Charts HRVIX vs VSIAX
Heartland Value Plus Investor
Price$37.42
Change-$0.46 (-1.21%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
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HRVIX vs VSIAX Comparison Chart
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HRVIX vs. VSIAX commentary
Sep 21, 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 StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. HRVIX (304M). 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 : 25.86 vs. HRVIX (7.23). VSIAX return over 5 years is better than : 57.13 vs. HRVIX (12.79).
| 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 | 1.080 | 11.368 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 304M | 57.3B | 1% |
| Annual Yield % from dividends | 0.87 | 2.01 | 43% |
| Returns for 1 year | 7.23 | 25.86 | 28% |
| Returns for 3 years | -17.73 | 21.48 | -83% |
| Returns for 5 years | 12.79 | 57.13 | 22% |
| Returns for 10 years | 14.69 | 109.18 | 13% |