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HVEIX vs VTSMX
HVEIX vs VTSMX Comparison
Open Charts HVEIX vs VTSMX
HVIA Equity Institutional
Price$22.49
Change-$1.47 (-6.14%)
VolumeN/A
Net Assets61.89M
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
HVEIX vs VTSMX Comparison Chart
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HVEIX vs. VTSMX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. HVEIX (61.9M). 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 : 8.05 vs. HVEIX (-3.07). VTSMX return over 5 years is better than : 126.23 vs. HVEIX (102.16).
| 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 | -4.580 | -3.986 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.9M | 1.81T | 0% |
| Annual Yield % from dividends | 0.26 | 1.25 | 21% |
| Returns for 1 year | -3.07 | 8.05 | -38% |
| Returns for 3 years | 9.44 | 21.01 | 45% |
| Returns for 5 years | 102.16 | 126.23 | 81% |
| Returns for 10 years | N/A | 166.80 | - |
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