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HNVIX vs VISVX
HNVIX vs VISVX Comparison
Open Charts HNVIX vs VISVX
Heartland Value Plus Institutional
Price$36.29
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets290.5M
Vanguard Small Cap Value Index I
Price$51.64
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets59.64B
HNVIX vs VISVX Comparison Chart in %
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HNVIX vs. VISVX commentary
Dec 27, 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 HNVIX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.6B vs. HNVIX (291M). VISVX pays higher dividends than HNVIX: VISVX (1.86) vs HNVIX (0.76). HNVIX was incepted earlier than VISVX: HNVIX (18 years) vs VISVX (28 years). HNVIX (0.94) is less costly to investors than VISVX (0.19). HNVIX is a more actively managed with annual turnover of: 68.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than HNVIX: VISVX (3000) vs HNVIX (500000). VISVX annual gain was more profitable for investors over the last year : 7.55 vs. HNVIX (0.67). VISVX return over 5 years is better than : 54.54 vs. HNVIX (-3.69).
| HNVIX | VISVX | HNVIX / VISVX | |
| Total Expense Ratio | 0.94 | 0.19 | 495% |
| Annual Report Gross Expense Ratio | 0.94 | 0.19 | 495% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | 2.110 | 9.022 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 59.6B | 0% |
| Annual Yield % from dividends | 0.76 | 1.86 | 41% |
| Returns for 1 year | 0.67 | 7.55 | 9% |
| Returns for 3 years | -0.73 | 37.02 | -2% |
| Returns for 5 years | -3.69 | 54.54 | -7% |
| Returns for 10 years | 60.91 | 123.25 | 49% |
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