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HNVIX vs VISVX
HNVIX vs VISVX Comparison
Open Charts HNVIX vs VISVX
Heartland Value Plus Institutional
Price$35.08
Change-$0.43 (-1.21%)
VolumeN/A
Net Assets286.96M
Vanguard Small Cap Value Index I
Price$49.42
Change-$0.68 (-1.36%)
VolumeN/A
Net Assets58.35B
HNVIX vs VISVX Comparison Chart in %
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HNVIX vs. VISVX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. HNVIX (287M). VISVX pays higher dividends than HNVIX: VISVX (1.90) vs HNVIX (0.78). 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 : -0.55 vs. HNVIX (-9.93). VISVX return over 5 years is better than : 65.01 vs. HNVIX (5.47).
| 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 | -0.084 | 5.771 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 58.3B | 0% |
| Annual Yield % from dividends | 0.78 | 1.90 | 41% |
| Returns for 1 year | -9.93 | -0.55 | 1,799% |
| Returns for 3 years | -4.17 | 27.31 | -15% |
| Returns for 5 years | 5.47 | 65.01 | 8% |
| Returns for 10 years | 42.41 | 116.59 | 36% |
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