HVEIX
Price
$23.04
Change
+$0.58 (+2.58%)
Updated
Apr 24 closing price
Net Assets
58.81M
VSMPX
Price
$247.30
Change
+$1.65 (+0.67%)
Updated
Apr 25 closing price
Net Assets
1.7T
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HVEIX vs VSMPX

Header iconHVEIX vs VSMPX Comparison
Open Charts HVEIX vs VSMPXBanner chart's image
HVIA Equity Institutional
Price$23.04
Change+$0.58 (+2.58%)
VolumeN/A
Net Assets58.81M
Vanguard Total Stock Mkt Idx Instl Pls
Price$247.30
Change+$1.65 (+0.67%)
VolumeN/A
Net Assets1.7T
HVEIX vs VSMPX Comparison Chart
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VS
HVEIX vs. VSMPX commentary
Apr 26, 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 VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. HVEIX (58.8M). VSMPX pays higher dividends than HVEIX: VSMPX (1.37) vs HVEIX (0.26). HVEIX was incepted earlier than VSMPX: HVEIX (9 years) vs VSMPX (10 years). HVEIX (1.35) is less costly to investors than VSMPX (0.02). HVEIX is a more actively managed with annual turnover of: 7.00 vs. VSMPX (2.00). HVEIX has a lower initial minimum investment than VSMPX: HVEIX (25000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 5.28 vs. HVEIX (-5.08). VSMPX return over 5 years is better than : 86.84 vs. HVEIX (63.77).
HVEIXVSMPXHVEIX / VSMPX
Total Expense Ratio1.000.025,000%
Annual Report Gross Expense Ratio1.350.026,750%
Fund Existence9 years10 years-
Gain YTD-10.554-9.015117%
Front LoadN/AN/A-
Min. Initial Investment250001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets58.8M1.7T0%
Annual Yield % from dividends0.261.3719%
Returns for 1 year-5.085.28-96%
Returns for 3 years9.2922.6241%
Returns for 5 years63.7786.8473%
Returns for 10 yearsN/AN/A-
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