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HVEIX vs VSTSX
HVEIX vs VSTSX Comparison
Open Charts HVEIX vs VSTSX
HVIA Equity Institutional
Price$26.94
Change+$0.27 (+1.01%)
VolumeN/A
Net Assets70.06M
Vanguard Total Stock Mkt Idx Instl Sel
Price$299.39
Change+$2.41 (+0.81%)
VolumeN/A
Net Assets1.91T
HVEIX vs VSTSX Comparison Chart in %
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HVEIX vs. VSTSX commentary
Jul 25, 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: 1.91T vs. HVEIX (70.1M). VSTSX pays higher dividends than HVEIX: VSTSX (1.23) vs HVEIX (0.24). HVEIX was incepted earlier than VSTSX: HVEIX (9 years) vs VSTSX (9 years). HVEIX (1.20) is less costly to investors than VSTSX (0.01). HVEIX is a more actively managed with annual turnover of: 19.00 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 : 13.29 vs. HVEIX (4.27). VSTSX return over 5 years is better than : 91.33 vs. HVEIX (66.49).
| HVEIX | VSTSX | HVEIX / VSTSX | |
| Total Expense Ratio | 1.00 | 0.01 | 10,000% |
| Annual Report Gross Expense Ratio | 1.20 | 0.01 | 12,000% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 6.213 | 6.993 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.1M | 1.91T | 0% |
| Annual Yield % from dividends | 0.24 | 1.23 | 19% |
| Returns for 1 year | 4.27 | 13.29 | 32% |
| Returns for 3 years | 39.06 | 57.10 | 68% |
| Returns for 5 years | 66.49 | 91.33 | 73% |
| Returns for 10 years | N/A | N/A | - |
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