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HNVIX vs VISVX
HNVIX vs VISVX Comparison
Open Charts HNVIX vs VISVX
Heartland Value Plus Institutional
Price$34.44
Change+$0.15 (+0.44%)
VolumeN/A
Net Assets277.36M
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
HNVIX vs VISVX Comparison Chart in %
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HNVIX vs. VISVX commentary
Jul 06, 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: 54B vs. HNVIX (277M). VISVX pays higher dividends than HNVIX: VISVX (1.99) vs HNVIX (0.82). HNVIX was incepted earlier than VISVX: HNVIX (17 years) vs VISVX (27 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 : 11.64 vs. HNVIX (1.69). VISVX return over 5 years is better than : 94.00 vs. HNVIX (16.57).
| HNVIX | VISVX | HNVIX / VISVX | |
| Total Expense Ratio | 0.94 | 0.19 | 495% |
| Annual Report Gross Expense Ratio | 0.94 | 0.19 | 495% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | -3.095 | 2.024 | -153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 54B | 1% |
| Annual Yield % from dividends | 0.82 | 1.99 | 41% |
| Returns for 1 year | 1.69 | 11.64 | 15% |
| Returns for 3 years | 0.39 | 34.76 | 1% |
| Returns for 5 years | 16.57 | 94.00 | 18% |
| Returns for 10 years | 25.36 | 96.11 | 26% |
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