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HVEIX vs VSMPX
HVEIX vs VSMPX Comparison
Open Charts HVEIX vs VSMPX
HVIA Equity Institutional
Price$22.49
Change-$1.47 (-6.14%)
VolumeN/A
Net Assets61.89M
Vanguard Total Stock Mkt Idx Instl Pls
Price$241.06
Change-$12.89 (-5.08%)
VolumeN/A
Net Assets1.81T
HVEIX vs VSMPX Comparison Chart
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HVEIX vs. VSMPX 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 VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. HVEIX (61.9M). 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 : 8.06 vs. HVEIX (-3.07). VSMPX return over 5 years is better than : 126.31 vs. HVEIX (102.16).
| HVEIX | VSMPX | HVEIX / VSMPX | |
| Total Expense Ratio | 1.00 | 0.02 | 5,000% |
| Annual Report Gross Expense Ratio | 1.35 | 0.02 | 6,750% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | -4.580 | -3.987 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.9M | 1.81T | 0% |
| Annual Yield % from dividends | 0.26 | 1.37 | 19% |
| Returns for 1 year | -3.07 | 8.06 | -38% |
| Returns for 3 years | 9.44 | 21.05 | 45% |
| Returns for 5 years | 102.16 | 126.31 | 81% |
| Returns for 10 years | N/A | N/A | - |