Ad is loading...
HVEIX vs VTSAX
HVEIX vs VTSAX Comparison
Open Charts HVEIX vs VTSAX
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
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| HVEIX | VTSAX | HVEIX / VTSAX | |
| Total Expense Ratio | 1.00 | 0.04 | 2,500% |
| Annual Report Gross Expense Ratio | 1.35 | 0.04 | 3,375% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | -3.146 | -2.170 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.1M | 1.81T | 0% |
| Annual Yield % from dividends | 0.25 | 1.25 | 20% |
| Returns for 1 year | -1.22 | 10.84 | -11% |
| Returns for 3 years | 21.07 | 35.24 | 60% |
| Returns for 5 years | 76.32 | 88.84 | 86% |
| Returns for 10 years | N/A | 177.51 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers