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HVEIX vs VITSX
HVEIX vs VITSX Comparison
Open Charts HVEIX vs VITSX
HVIA Equity Institutional
Price$25.62
Change-$0.85 (-3.21%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Market Idx I
Price$141.31
Change-$4.59 (-3.15%)
VolumeN/A
CapitalizationN/A
HVEIX vs VITSX Comparison Chart
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HVEIX vs. VITSX 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 HVEIX is a Buy and VITSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.84T vs. HVEIX (64.2M). VITSX pays higher dividends than HVEIX: VITSX (1.36) vs HVEIX (0.35). HVEIX was incepted earlier than VITSX: HVEIX (8 years) vs VITSX (27 years). HVEIX is a more actively managed with annual turnover of: 30.00 vs. VITSX (2.00). HVEIX has a lower initial minimum investment than VITSX: HVEIX (25000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 26.92 vs. HVEIX (19.87). VITSX return over 5 years is better than : 84.17 vs. HVEIX (77.50).
| HVEIX | VITSX | HVEIX / VITSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 20.428 | 26.395 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 5000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.2M | 1.84T | 0% |
| Annual Yield % from dividends | 0.35 | 1.36 | 26% |
| Returns for 1 year | 19.87 | 26.92 | 74% |
| Returns for 3 years | 12.08 | 27.89 | 43% |
| Returns for 5 years | 77.50 | 84.17 | 92% |
| Returns for 10 years | N/A | 192.73 | - |
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