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HVEIX vs VSTSX
HVEIX vs VSTSX Comparison
Open Charts HVEIX vs VSTSX
HVIA Equity Institutional
Price$24.65
Change-$0.46 (-1.83%)
VolumeN/A
Net Assets66.62M
Vanguard Total Stock Mkt Idx Instl Sel
Price$274.93
Change-$4.86 (-1.74%)
VolumeN/A
Net Assets1.72T
HVEIX vs VSTSX Comparison Chart
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HVEIX vs. VSTSX commentary
May 23, 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: 1.72T vs. HVEIX (66.6M). VSTSX pays higher dividends than HVEIX: VSTSX (1.38) vs HVEIX (0.27). 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 : 11.12 vs. HVEIX (1.50). VSTSX return over 5 years is better than : 96.47 vs. HVEIX (72.09).
| 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 | 0.000 | 0.785 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.6M | 1.72T | 0% |
| Annual Yield % from dividends | 0.27 | 1.38 | 19% |
| Returns for 1 year | 1.50 | 11.12 | 13% |
| Returns for 3 years | 33.39 | 49.97 | 67% |
| Returns for 5 years | 72.09 | 96.47 | 75% |
| Returns for 10 years | N/A | N/A | - |
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