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HVEIX vs VSTSX
HVEIX vs VSTSX Comparison
Open Charts HVEIX vs VSTSX
HVIA Equity Institutional
Price$25.62
Change-$0.85 (-3.21%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$278.22
Change-$9.02 (-3.14%)
VolumeN/A
CapitalizationN/A
HVEIX vs VSTSX Comparison Chart
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HVEIX vs. VSTSX commentary
Dec 19, 2024
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: 1.84T vs. HVEIX (64.2M). VSTSX pays higher dividends than HVEIX: VSTSX (1.36) vs HVEIX (0.35). HVEIX was incepted earlier than VSTSX: HVEIX (8 years) vs VSTSX (8 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 : 26.94 vs. HVEIX (19.87). VSTSX return over 5 years is better than : 84.26 vs. HVEIX (77.50).
| HVEIX | VSTSX | HVEIX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 20.428 | 26.417 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.2M | 1.84T | 0% |
| Annual Yield % from dividends | 0.35 | 1.36 | 26% |
| Returns for 1 year | 19.87 | 26.94 | 74% |
| Returns for 3 years | 12.08 | 27.95 | 43% |
| Returns for 5 years | 77.50 | 84.26 | 92% |
| Returns for 10 years | N/A | N/A | - |
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