HVEIX
Price
$23.62
Change
-$0.70 (-2.88%)
Updated
Mar 10 closing price
Net Assets
63.11M
VTSAX
Price
$134.15
Change
-$3.82 (-2.77%)
Updated
Mar 10 closing price
Net Assets
1.81T
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HVEIX vs VTSAX

Header iconHVEIX vs VTSAX Comparison
Open Charts HVEIX vs VTSAXBanner chart's image
HVIA Equity Institutional
Price$23.62
Change-$0.70 (-2.88%)
VolumeN/A
Net Assets63.11M
Vanguard Total Stock Mkt Idx Adm
Price$134.15
Change-$3.82 (-2.77%)
VolumeN/A
Net Assets1.81T
HVEIX vs VTSAX Comparison Chart
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HVEIX vs. VTSAX commentary
Mar 11, 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 VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. HVEIX (63.1M). VTSAX pays higher dividends than HVEIX: VTSAX (1.25) vs HVEIX (0.25). HVEIX was incepted earlier than VTSAX: HVEIX (8 years) vs VTSAX (24 years). HVEIX (1.35) is less costly to investors than VTSAX (0.04). HVEIX is a more actively managed with annual turnover of: 7.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than HVEIX: VTSAX (3000) vs HVEIX (25000). VTSAX annual gain was more profitable for investors over the last year : 10.84 vs. HVEIX (-1.22). VTSAX return over 5 years is better than : 88.84 vs. HVEIX (76.32).
HVEIXVTSAXHVEIX / VTSAX
Total Expense Ratio1.000.042,500%
Annual Report Gross Expense Ratio1.350.043,375%
Fund Existence8 years24 years-
Gain YTD-3.146-2.170145%
Front LoadN/AN/A-
Min. Initial Investment250003000833%
Min. Initial Investment IRAN/AN/A-
Net Assets63.1M1.81T0%
Annual Yield % from dividends0.251.2520%
Returns for 1 year-1.2210.84-11%
Returns for 3 years21.0735.2460%
Returns for 5 years76.3288.8486%
Returns for 10 yearsN/A177.51-
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