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HVEIX vs VSMPX
HVEIX vs VSMPX Comparison
Open Charts HVEIX vs VSMPX
HVIA Equity Institutional
Price$26.39
Change+$0.26 (+1.00%)
VolumeN/A
Net Assets65.86M
Vanguard Total Stock Mkt Idx Instl Pls
Price$274.16
Change+$1.65 (+0.61%)
VolumeN/A
Net Assets1.78T
HVEIX vs VSMPX Comparison Chart
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HVEIX vs. VSMPX 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 VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. HVEIX (65.9M). VSMPX pays higher dividends than HVEIX: VSMPX (1.36) vs HVEIX (0.35). HVEIX was incepted earlier than VSMPX: HVEIX (8 years) vs VSMPX (10 years). HVEIX is a more actively managed with annual turnover of: 30.00 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 : 24.51 vs. HVEIX (16.06). VSMPX return over 5 years is better than : 83.13 vs. HVEIX (75.18).
| HVEIX | VSMPX | HVEIX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 4.062 | 2.997 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 100000000 | 0% |
| 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 | 24.51 | 66% |
| Returns for 3 years | 17.92 | 31.89 | 56% |
| Returns for 5 years | 75.18 | 83.13 | 90% |
| Returns for 10 years | N/A | N/A | - |