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HVEIX vs VTSMX
HVEIX vs VTSMX Comparison
Open Charts HVEIX vs VTSMX
HVIA Equity Institutional
Price$26.39
Change+$0.26 (+1.00%)
VolumeN/A
Net Assets65.86M
Vanguard Total Stock Mkt Idx I
Price$146.10
Change+$0.89 (+0.61%)
VolumeN/A
Net Assets1.78T
HVEIX vs VTSMX Comparison Chart
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HVEIX vs. VTSMX commentary
Jan 31, 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: 1.78T vs. HVEIX (65.9M). VTSMX pays higher dividends than HVEIX: VTSMX (1.26) vs HVEIX (0.35). HVEIX was incepted earlier than VTSMX: HVEIX (8 years) vs VTSMX (33 years). HVEIX is a more actively managed with annual turnover of: 30.00 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 : 24.48 vs. HVEIX (16.06). VTSMX return over 5 years is better than : 83.05 vs. HVEIX (75.18).
| HVEIX | VTSMX | HVEIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 4.062 | 2.986 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.9M | 1.78T | 0% |
| Annual Yield % from dividends | 0.35 | 1.26 | 28% |
| Returns for 1 year | 16.06 | 24.48 | 66% |
| Returns for 3 years | 17.92 | 31.83 | 56% |
| Returns for 5 years | 75.18 | 83.05 | 91% |
| Returns for 10 years | N/A | 196.61 | - |
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