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HVEIX vs VSTSX
HVEIX vs VSTSX Comparison
Open Charts HVEIX vs VSTSX
HVIA Equity Institutional
Price$25.29
Change-$0.38 (-1.48%)
VolumeN/A
Net Assets67.86M
Vanguard Total Stock Mkt Idx Instl Sel
Price$281.43
Change-$3.33 (-1.17%)
VolumeN/A
Net Assets1.82T
HVEIX vs VSTSX Comparison Chart
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HVEIX vs. VSTSX commentary
Jun 15, 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: 1.82T vs. HVEIX (67.9M). VSTSX pays higher dividends than HVEIX: VSTSX (1.29) vs HVEIX (0.25). 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: 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 : 10.09 vs. HVEIX (3.68). VSTSX return over 5 years is better than : 91.51 vs. HVEIX (72.10).
| 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 | 2.230 | 1.376 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.9M | 1.82T | 0% |
| Annual Yield % from dividends | 0.25 | 1.29 | 19% |
| Returns for 1 year | 3.68 | 10.09 | 36% |
| Returns for 3 years | 40.64 | 57.70 | 70% |
| Returns for 5 years | 72.10 | 91.51 | 79% |
| Returns for 10 years | N/A | N/A | - |
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