HVEIX
Price
$25.62
Change
-$0.85 (-3.21%)
Updated
Dec 18 closing price
VTSAX
Price
$141.29
Change
-$4.58 (-3.14%)
Updated
Dec 18 closing price
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HVEIX vs VTSAX

Header iconHVEIX vs VTSAX Comparison
Open Charts HVEIX vs VTSAXBanner chart's image
HVIA Equity Institutional
Price$25.62
Change-$0.85 (-3.21%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
HVEIX vs VTSAX Comparison Chart
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HVEIX vs. VTSAX 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 VTSAX is a StrongBuy.

FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. HVEIX (64.2M). VTSAX pays higher dividends than HVEIX: VTSAX (1.35) vs HVEIX (0.35). HVEIX was incepted earlier than VTSAX: HVEIX (8 years) vs VTSAX (24 years). HVEIX is a more actively managed with annual turnover of: 30.00 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 : 26.91 vs. HVEIX (19.87). VTSAX return over 5 years is better than : 84.17 vs. HVEIX (77.50).
HVEIXVTSAXHVEIX / VTSAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence8 years24 years-
Gain YTD20.42826.39077%
Front LoadN/AN/A-
Min. Initial Investment250003000833%
Min. Initial Investment IRAN/AN/A-
Net Assets64.2M1.84T0%
Annual Yield % from dividends0.351.3526%
Returns for 1 year19.8726.9174%
Returns for 3 years12.0827.8943%
Returns for 5 years77.5084.1792%
Returns for 10 yearsN/A192.77-
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