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HVEIX vs VTSMX
HVEIX vs VTSMX Comparison
Open Charts HVEIX vs VTSMX
HVIA Equity Institutional
Price$27.04
Change+$0.39 (+1.46%)
VolumeN/A
Net Assets70.01M
Vanguard Total Stock Mkt Idx I
Price$154.57
Change+$0.71 (+0.46%)
VolumeN/A
Net Assets1.91T
HVEIX vs VTSMX Comparison Chart in %
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HVEIX vs. VTSMX 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. HVEIX (70M). VTSMX pays higher dividends than HVEIX: VTSMX (1.09) vs HVEIX (0.23). HVEIX was incepted earlier than VTSMX: HVEIX (9 years) vs VTSMX (33 years). HVEIX (1.20) is less costly to investors than VTSMX (0.14). HVEIX is a more actively managed with annual turnover of: 19.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than HVEIX: VTSMX (3000) vs HVEIX (25000). VTSMX annual gain was more profitable for investors over the last year : 18.47 vs. HVEIX (9.18). VTSMX return over 5 years is better than : 85.66 vs. HVEIX (57.27).
| HVEIX | VTSMX | HVEIX / VTSMX | |
| Total Expense Ratio | 1.00 | 0.14 | 714% |
| Annual Report Gross Expense Ratio | 1.20 | 0.14 | 857% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 6.133 | 9.167 | 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 | 1.09 | 21% |
| Returns for 1 year | 9.18 | 18.47 | 50% |
| Returns for 3 years | 28.57 | 47.48 | 60% |
| Returns for 5 years | 57.27 | 85.66 | 67% |
| Returns for 10 years | N/A | 203.18 | - |