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HVEIX vs VITSX
HVEIX vs VITSX Comparison
Open Charts HVEIX vs VITSX
HVIA Equity Institutional
Price$24.65
Change-$0.46 (-1.83%)
VolumeN/A
Net Assets66.62M
Vanguard Total Stock Market Idx I
Price$139.62
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.72T
HVEIX vs VITSX Comparison Chart
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HVEIX vs. VITSX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.72T vs. HVEIX (66.6M). VITSX pays higher dividends than HVEIX: VITSX (1.37) vs HVEIX (0.27). 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: 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 : 11.10 vs. HVEIX (1.50). VITSX return over 5 years is better than : 96.35 vs. HVEIX (72.09).
| 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 | 0.000 | 0.776 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 5000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.6M | 1.72T | 0% |
| Annual Yield % from dividends | 0.27 | 1.37 | 19% |
| Returns for 1 year | 1.50 | 11.10 | 14% |
| Returns for 3 years | 33.39 | 49.88 | 67% |
| Returns for 5 years | 72.09 | 96.35 | 75% |
| Returns for 10 years | N/A | 175.16 | - |
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