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HVEIX vs VTSMX
HVEIX vs VTSMX Comparison
Open Charts HVEIX vs VTSMX
HVIA Equity Institutional
Price$26.94
Change+$0.27 (+1.01%)
VolumeN/A
Net Assets70.06M
Vanguard Total Stock Mkt Idx I
Price$152.00
Change+$1.22 (+0.81%)
VolumeN/A
Net Assets1.91T
HVEIX vs VTSMX Comparison Chart in %
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HVEIX vs. VTSMX commentary
Jul 25, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. HVEIX (70.1M). VTSMX pays higher dividends than HVEIX: VTSMX (1.12) vs HVEIX (0.24). 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 : 13.27 vs. HVEIX (4.27). VTSMX return over 5 years is better than : 91.18 vs. HVEIX (66.49).
| 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 | 6.213 | 6.982 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.1M | 1.91T | 0% |
| Annual Yield % from dividends | 0.24 | 1.12 | 21% |
| Returns for 1 year | 4.27 | 13.27 | 32% |
| Returns for 3 years | 39.06 | 56.98 | 69% |
| Returns for 5 years | 66.49 | 91.18 | 73% |
| Returns for 10 years | N/A | 198.99 | - |