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HVEIX vs VITSX
HVEIX vs VITSX Comparison
Open Charts HVEIX vs VITSX
HVIA Equity Institutional
Price$22.49
Change-$1.47 (-6.14%)
VolumeN/A
Net Assets61.89M
Vanguard Total Stock Market Idx I
Price$128.50
Change-$6.88 (-5.08%)
VolumeN/A
Net Assets1.81T
HVEIX vs VITSX Comparison Chart
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HVEIX vs. VITSX commentary
Apr 04, 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 HVEIX is a Hold and VITSX is a Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.81T vs. HVEIX (61.9M). VITSX pays higher dividends than HVEIX: VITSX (1.36) vs HVEIX (0.26). HVEIX was incepted earlier than VITSX: HVEIX (9 years) vs VITSX (28 years). HVEIX (1.35) is less costly to investors than VITSX (0.03). HVEIX is a more actively managed with annual turnover of: 7.00 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 : 8.05 vs. HVEIX (-3.07). VITSX return over 5 years is better than : 126.25 vs. HVEIX (102.16).
| HVEIX | VITSX | HVEIX / VITSX | |
| Total Expense Ratio | 1.00 | 0.03 | 3,333% |
| Annual Report Gross Expense Ratio | 1.35 | 0.03 | 4,500% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | -4.580 | -3.989 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 5000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.9M | 1.81T | 0% |
| Annual Yield % from dividends | 0.26 | 1.36 | 19% |
| Returns for 1 year | -3.07 | 8.05 | -38% |
| Returns for 3 years | 9.44 | 21.03 | 45% |
| Returns for 5 years | 102.16 | 126.25 | 81% |
| Returns for 10 years | N/A | 167.38 | - |
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