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HVEIX vs VTSMX
HVEIX vs VTSMX Comparison
Open Charts HVEIX vs VTSMX
HVIA Equity Institutional
Price$25.62
Change-$0.85 (-3.21%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
HVEIX vs VTSMX Comparison Chart
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HVEIX vs. VTSMX commentary
Dec 19, 2024
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: 1.84T vs. HVEIX (64.2M). 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 : 26.90 vs. HVEIX (19.87). VTSMX return over 5 years is better than : 84.16 vs. HVEIX (77.50).
| 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 | 20.428 | 26.352 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.2M | 1.84T | 0% |
| Annual Yield % from dividends | 0.35 | 1.26 | 28% |
| Returns for 1 year | 19.87 | 26.90 | 74% |
| Returns for 3 years | 12.08 | 27.88 | 43% |
| Returns for 5 years | 77.50 | 84.16 | 92% |
| Returns for 10 years | N/A | 192.04 | - |