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HVEIX vs VTSAX
HVEIX vs VTSAX Comparison
Open Charts HVEIX vs VTSAX
HVIA Equity Institutional
Price$28.46
Change-$0.16 (-0.56%)
VolumeN/A
Net Assets74.56M
Vanguard Total Stock Mkt Idx Adm
Price$160.46
Change-$0.76 (-0.47%)
VolumeN/A
Net Assets2.02T
HVEIX vs VTSAX Comparison Chart in %
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HVEIX vs. VTSAX commentary
Oct 08, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. HVEIX (74.6M). VTSAX pays higher dividends than HVEIX: VTSAX (1.13) vs HVEIX (0.22). 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 : 18.35 vs. HVEIX (10.22). VTSAX return over 5 years is better than : 89.11 vs. HVEIX (62.11).
| 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 | 13.978 | 14.392 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.6M | 2.02T | 0% |
| Annual Yield % from dividends | 0.22 | 1.13 | 20% |
| Returns for 1 year | 10.22 | 18.35 | 56% |
| Returns for 3 years | 62.15 | 82.10 | 76% |
| Returns for 5 years | 62.11 | 89.11 | 70% |
| Returns for 10 years | N/A | 231.82 | - |
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