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HRVIX vs VSIAX
HRVIX vs VSIAX Comparison
Open Charts HRVIX vs VSIAX
Heartland Value Plus Investor
Price$38.96
Change-$0.39 (-0.99%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.94
Change-$0.60 (-0.67%)
VolumeN/A
CapitalizationN/A
HRVIX vs VSIAX Comparison Chart
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HRVIX vs. VSIAX commentary
Nov 18, 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: 57.6B vs. HRVIX (303M). 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 : 28.76 vs. HRVIX (13.19). VSIAX return over 5 years is better than : 57.44 vs. HRVIX (17.29).
| 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 | 5.240 | 15.498 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 303M | 57.6B | 1% |
| Annual Yield % from dividends | 0.87 | 2.01 | 43% |
| Returns for 1 year | 13.19 | 28.76 | 46% |
| Returns for 3 years | -21.32 | 13.29 | -160% |
| Returns for 5 years | 17.29 | 57.44 | 30% |
| Returns for 10 years | 18.62 | 108.79 | 17% |
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