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HVEIX vs VTSMX
HVEIX vs VTSMX Comparison
Open Charts HVEIX vs VTSMX
HVIA Equity Institutional
Price$28.46
Change-$0.16 (-0.56%)
VolumeN/A
Net Assets74.56M
Vanguard Total Stock Mkt Idx I
Price$160.44
Change-$0.75 (-0.47%)
VolumeN/A
Net Assets2.02T
HVEIX vs VTSMX Comparison Chart in %
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HVEIX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. HVEIX (74.6M). VTSMX pays higher dividends than HVEIX: VTSMX (1.04) vs HVEIX (0.22). 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 : 18.34 vs. HVEIX (10.22). VTSMX return over 5 years is better than : 89.06 vs. HVEIX (62.11).
| 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 | 13.978 | 14.389 | 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 | 1.04 | 21% |
| Returns for 1 year | 10.22 | 18.34 | 56% |
| Returns for 3 years | 62.15 | 82.05 | 76% |
| Returns for 5 years | 62.11 | 89.06 | 70% |
| Returns for 10 years | N/A | 231.08 | - |
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