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HVEIX vs VSTSX
HVEIX vs VSTSX Comparison
Open Charts HVEIX vs VSTSX
HVIA Equity Institutional
Price$23.04
Change+$0.58 (+2.58%)
VolumeN/A
Net Assets58.81M
Vanguard Total Stock Mkt Idx Instl Sel
Price$257.84
Change+$5.26 (+2.08%)
VolumeN/A
Net Assets1.7T
HVEIX vs VSTSX Comparison Chart
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HVEIX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.7T vs. HVEIX (58.8M). VSTSX pays higher dividends than HVEIX: VSTSX (1.37) vs HVEIX (0.26). HVEIX was incepted earlier than VSTSX: HVEIX (9 years) vs VSTSX (9 years). HVEIX (1.35) is less costly to investors than VSTSX (0.01). HVEIX is a more actively managed with annual turnover of: 7.00 vs. VSTSX (2.00). HVEIX has a lower initial minimum investment than VSTSX: HVEIX (25000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 5.29 vs. HVEIX (-5.08). VSTSX return over 5 years is better than : 86.89 vs. HVEIX (63.77).
| HVEIX | VSTSX | HVEIX / VSTSX | |
| Total Expense Ratio | 1.00 | 0.01 | 10,000% |
| Annual Report Gross Expense Ratio | 1.35 | 0.01 | 13,500% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | -10.554 | -9.017 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.8M | 1.7T | 0% |
| Annual Yield % from dividends | 0.26 | 1.37 | 19% |
| Returns for 1 year | -5.08 | 5.29 | -96% |
| Returns for 3 years | 9.29 | 22.65 | 41% |
| Returns for 5 years | 63.77 | 86.89 | 73% |
| Returns for 10 years | N/A | N/A | - |
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