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HVEIX vs VTSMX
HVEIX vs VTSMX Comparison
Open Charts HVEIX vs VTSMX
HVIA Equity Institutional
Price$25.29
Change-$0.38 (-1.48%)
VolumeN/A
Net Assets66.89M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
HVEIX vs VTSMX Comparison Chart
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HVEIX vs. VTSMX commentary
Jun 15, 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: 1.82T vs. HVEIX (66.9M). VTSMX pays higher dividends than HVEIX: VTSMX (1.18) vs HVEIX (0.25). 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: 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 : 10.06 vs. HVEIX (2.15). VTSMX return over 5 years is better than : 91.36 vs. HVEIX (69.55).
| 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 | 0.717 | 1.349 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.9M | 1.82T | 0% |
| Annual Yield % from dividends | 0.25 | 1.18 | 21% |
| Returns for 1 year | 2.15 | 10.06 | 21% |
| Returns for 3 years | 38.56 | 57.59 | 67% |
| Returns for 5 years | 69.55 | 91.36 | 76% |
| Returns for 10 years | N/A | 178.92 | - |
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