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HVEIX vs VSTSX
HVEIX vs VSTSX Comparison
Open Charts HVEIX vs VSTSX
HVIA Equity Institutional
Price$26.39
Change+$0.26 (+1.00%)
VolumeN/A
Net Assets65.86M
Vanguard Total Stock Mkt Idx Instl Sel
Price$287.76
Change+$1.74 (+0.61%)
VolumeN/A
Net Assets1.78T
HVEIX vs VSTSX Comparison Chart
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HVEIX vs. VSTSX 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 VSTSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.78T vs. HVEIX (65.9M). VSTSX pays higher dividends than HVEIX: VSTSX (1.36) vs HVEIX (0.35). HVEIX was incepted earlier than VSTSX: HVEIX (8 years) vs VSTSX (9 years). HVEIX is a more actively managed with annual turnover of: 30.00 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 : 24.52 vs. HVEIX (16.06). VSTSX return over 5 years is better than : 83.17 vs. HVEIX (75.18).
| HVEIX | VSTSX | HVEIX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 4.062 | 2.996 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 5000000000 | 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 | 24.52 | 65% |
| Returns for 3 years | 17.92 | 31.92 | 56% |
| Returns for 5 years | 75.18 | 83.17 | 90% |
| Returns for 10 years | N/A | N/A | - |
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