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HVEIX vs VITSX
HVEIX vs VITSX Comparison
Open Charts HVEIX vs VITSX
HVIA Equity Institutional
Price$26.39
Change+$0.26 (+1.00%)
VolumeN/A
Net Assets65.86M
Vanguard Total Stock Market Idx I
Price$146.16
Change+$0.89 (+0.61%)
VolumeN/A
Net Assets1.78T
HVEIX vs VITSX Comparison Chart
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HVEIX vs. VITSX commentary
Jan 31, 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 Buy and VITSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.78T vs. HVEIX (65.9M). VITSX pays higher dividends than HVEIX: VITSX (1.36) vs HVEIX (0.35). HVEIX was incepted earlier than VITSX: HVEIX (8 years) vs VITSX (28 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 : 24.49 vs. HVEIX (16.06). VITSX return over 5 years is better than : 83.06 vs. HVEIX (75.18).
| HVEIX | VITSX | HVEIX / VITSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | 4.062 | 2.992 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 5000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.9M | 1.78T | 0% |
| Annual Yield % from dividends | 0.35 | 1.36 | 26% |
| Returns for 1 year | 16.06 | 24.49 | 66% |
| Returns for 3 years | 17.92 | 31.84 | 56% |
| Returns for 5 years | 75.18 | 83.06 | 91% |
| Returns for 10 years | N/A | 197.21 | - |
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