Interact to see
Advertisement
Advertisement
HVEIX vs VSTSX
HVEIX vs VSTSX Comparison
Open Charts HVEIX vs VSTSX
HVIA Equity Institutional
Price$28.46
Change-$0.16 (-0.56%)
VolumeN/A
Net Assets74.56M
Vanguard Total Stock Mkt Idx Instl Sel
Price$315.99
Change-$1.49 (-0.47%)
VolumeN/A
Net Assets2.02T
HVEIX vs VSTSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HVEIX vs. VSTSX commentary
Oct 08, 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 Hold and VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 2.02T vs. HVEIX (74.6M). VSTSX pays higher dividends than HVEIX: VSTSX (1.15) vs HVEIX (0.22). 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 : 18.37 vs. HVEIX (10.22). VSTSX return over 5 years is better than : 89.22 vs. HVEIX (62.11).
| 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 | 13.978 | 14.402 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.6M | 2.02T | 0% |
| Annual Yield % from dividends | 0.22 | 1.15 | 19% |
| Returns for 1 year | 10.22 | 18.37 | 56% |
| Returns for 3 years | 62.15 | 82.20 | 76% |
| Returns for 5 years | 62.11 | 89.22 | 70% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement