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HNTVX vs VISVX
HNTVX vs VISVX Comparison
Open Charts HNTVX vs VISVX
Heartland Value Institutional
Price$55.56
Change+$0.30 (+0.54%)
VolumeN/A
Net Assets863.04M
Vanguard Small Cap Value Index I
Price$50.50
Change-$0.07 (-0.14%)
VolumeN/A
Net Assets59.22B
HNTVX vs VISVX Comparison Chart in %
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HNTVX vs. VISVX commentary
Sep 09, 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 HNTVX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.2B vs. HNTVX (863M). VISVX pays higher dividends than HNTVX: VISVX (1.86) vs HNTVX (0.80). HNTVX was incepted earlier than VISVX: HNTVX (17 years) vs VISVX (27 years). HNTVX (0.91) is less costly to investors than VISVX (0.19). HNTVX is a more actively managed with annual turnover of: 34.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than HNTVX: VISVX (3000) vs HNTVX (500000). HNTVX annual gain was more profitable for investors over the last year : 13.24 vs. VISVX (11.64). VISVX return over 5 years is better than : 88.32 vs. HNTVX (57.21).
| HNTVX | VISVX | HNTVX / VISVX | |
| Total Expense Ratio | 0.91 | 0.19 | 479% |
| Annual Report Gross Expense Ratio | 0.91 | 0.19 | 479% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 12.973 | 6.517 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 863M | 59.2B | 1% |
| Annual Yield % from dividends | 0.80 | 1.86 | 43% |
| Returns for 1 year | 13.24 | 11.64 | 114% |
| Returns for 3 years | 29.59 | 30.46 | 97% |
| Returns for 5 years | 57.21 | 88.32 | 65% |
| Returns for 10 years | 49.44 | 117.93 | 42% |
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