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HVEIX vs VTSAX
HVEIX vs VTSAX Comparison
Open Charts HVEIX vs VTSAX
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).
| HVEIX | VTSAX | HVEIX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 20.428 | 26.390 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.2M | 1.84T | 0% |
| Annual Yield % from dividends | 0.35 | 1.35 | 26% |
| Returns for 1 year | 19.87 | 26.91 | 74% |
| Returns for 3 years | 12.08 | 27.89 | 43% |
| Returns for 5 years | 77.50 | 84.17 | 92% |
| Returns for 10 years | N/A | 192.77 | - |
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