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HVEIX vs VTSMX
HVEIX vs VTSMX Comparison
Open Charts HVEIX vs VTSMX
HVIA Equity Institutional
Price$23.04
Change+$0.58 (+2.58%)
VolumeN/A
Net Assets58.81M
Vanguard Total Stock Mkt Idx I
Price$131.78
Change+$0.87 (+0.66%)
VolumeN/A
Net Assets1.7T
HVEIX vs VTSMX Comparison Chart
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HVEIX vs. VTSMX commentary
Apr 26, 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: 1.7T vs. HVEIX (58.8M). VTSMX pays higher dividends than HVEIX: VTSMX (1.25) vs HVEIX (0.26). HVEIX was incepted earlier than VTSMX: HVEIX (9 years) vs VTSMX (33 years). HVEIX (1.35) is less costly to investors than VTSMX (0.14). HVEIX is a more actively managed with annual turnover of: 7.00 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 : 5.27 vs. HVEIX (-5.08). VTSMX return over 5 years is better than : 86.77 vs. HVEIX (63.77).
| HVEIX | VTSMX | HVEIX / VTSMX | |
| Total Expense Ratio | 1.00 | 0.14 | 714% |
| Annual Report Gross Expense Ratio | 1.35 | 0.14 | 964% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | -10.554 | -9.023 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.8M | 1.7T | 0% |
| Annual Yield % from dividends | 0.26 | 1.25 | 21% |
| Returns for 1 year | -5.08 | 5.27 | -96% |
| Returns for 3 years | 9.29 | 22.56 | 41% |
| Returns for 5 years | 63.77 | 86.77 | 74% |
| Returns for 10 years | N/A | 150.14 | - |
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