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HVEIX vs VSTSX
HVEIX vs VSTSX Comparison
Open Charts HVEIX vs VSTSX
HVIA Equity Institutional
Price$22.49
Change-$1.47 (-6.14%)
VolumeN/A
Net Assets61.89M
Vanguard Total Stock Mkt Idx Instl Sel
Price$253.01
Change-$13.54 (-5.08%)
VolumeN/A
Net Assets1.81T
HVEIX vs VSTSX Comparison Chart
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HVEIX vs. VSTSX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.81T vs. HVEIX (61.9M). VSTSX pays higher dividends than HVEIX: VSTSX (1.37) vs HVEIX (0.26). 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: 7.00 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 : 8.07 vs. HVEIX (-3.07). VSTSX return over 5 years is better than : 126.39 vs. HVEIX (102.16).
| 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 | -4.580 | -3.985 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.9M | 1.81T | 0% |
| Annual Yield % from dividends | 0.26 | 1.37 | 19% |
| Returns for 1 year | -3.07 | 8.07 | -38% |
| Returns for 3 years | 9.44 | 21.09 | 45% |
| Returns for 5 years | 102.16 | 126.39 | 81% |
| Returns for 10 years | N/A | N/A | - |
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