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HVEIX vs VTSAX
HVEIX vs VTSAX Comparison
Open Charts HVEIX vs VTSAX
HVIA Equity Institutional
Price$27.04
Change+$0.39 (+1.46%)
VolumeN/A
Net Assets70.01M
Vanguard Total Stock Mkt Idx Adm
Price$154.61
Change+$0.71 (+0.46%)
VolumeN/A
Net Assets1.91T
HVEIX vs VTSAX Comparison Chart in %
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HVEIX vs. VTSAX commentary
Aug 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. HVEIX (70M). VTSAX pays higher dividends than HVEIX: VTSAX (1.18) vs HVEIX (0.23). HVEIX was incepted earlier than VTSAX: HVEIX (9 years) vs VTSAX (25 years). HVEIX (1.20) is less costly to investors than VTSAX (0.04). HVEIX is a more actively managed with annual turnover of: 19.00 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 : 18.48 vs. HVEIX (9.18). VTSAX return over 5 years is better than : 85.69 vs. HVEIX (57.27).
| HVEIX | VTSAX | HVEIX / VTSAX | |
| Total Expense Ratio | 1.00 | 0.04 | 2,500% |
| Annual Report Gross Expense Ratio | 1.20 | 0.04 | 3,000% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 6.133 | 9.176 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70M | 1.91T | 0% |
| Annual Yield % from dividends | 0.23 | 1.18 | 20% |
| Returns for 1 year | 9.18 | 18.48 | 50% |
| Returns for 3 years | 28.57 | 47.50 | 60% |
| Returns for 5 years | 57.27 | 85.69 | 67% |
| Returns for 10 years | N/A | 203.88 | - |
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