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HVEIX vs VITSX
HVEIX vs VITSX Comparison
Open Charts HVEIX vs VITSX
HVIA Equity Institutional
Price$28.46
Change-$0.16 (-0.56%)
VolumeN/A
Net Assets74.56M
Vanguard Total Stock Market Idx I
Price$160.49
Change-$0.76 (-0.47%)
VolumeN/A
Net Assets2.02T
HVEIX vs VITSX Comparison Chart in %
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HVEIX vs. VITSX commentary
Oct 08, 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 Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 2.02T vs. HVEIX (74.6M). VITSX pays higher dividends than HVEIX: VITSX (1.14) vs HVEIX (0.22). HVEIX was incepted earlier than VITSX: HVEIX (9 years) vs VITSX (28 years). HVEIX (1.20) is less costly to investors than VITSX (0.03). HVEIX is a more actively managed with annual turnover of: 19.00 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 : 18.36 vs. HVEIX (10.22). VITSX return over 5 years is better than : 89.10 vs. HVEIX (62.11).
| HVEIX | VITSX | HVEIX / VITSX | |
| Total Expense Ratio | 1.00 | 0.03 | 3,333% |
| Annual Report Gross Expense Ratio | 1.20 | 0.03 | 4,000% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 13.978 | 14.398 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 5000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.6M | 2.02T | 0% |
| Annual Yield % from dividends | 0.22 | 1.14 | 19% |
| Returns for 1 year | 10.22 | 18.36 | 56% |
| Returns for 3 years | 62.15 | 82.12 | 76% |
| Returns for 5 years | 62.11 | 89.10 | 70% |
| Returns for 10 years | N/A | 231.76 | - |