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HNVIX vs VSIAX
HNVIX vs VSIAX Comparison
Open Charts HNVIX vs VSIAX
Heartland Value Plus Institutional
Price$35.40
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets278.8M
Vanguard Small Cap Value Index Admiral
Price$87.59
Change+$0.34 (+0.39%)
VolumeN/A
Net Assets56.44B
HNVIX vs VSIAX Comparison Chart in %
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HNVIX vs. VSIAX commentary
Aug 20, 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 Hold and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 56.4B vs. HNVIX (279M). VSIAX pays higher dividends than HNVIX: VSIAX (2.07) vs HNVIX (0.80). HNVIX was incepted earlier than VSIAX: HNVIX (17 years) vs VSIAX (14 years). HNVIX (0.94) is less costly to investors than VSIAX (0.07). HNVIX is a more actively managed with annual turnover of: 68.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than HNVIX: VSIAX (3000) vs HNVIX (500000). VSIAX annual gain was more profitable for investors over the last year : 6.42 vs. HNVIX (-1.21). VSIAX return over 5 years is better than : 79.49 vs. HNVIX (12.31).
| HNVIX | VSIAX | HNVIX / VSIAX | |
| Total Expense Ratio | 0.94 | 0.07 | 1,343% |
| Annual Report Gross Expense Ratio | 0.94 | 0.07 | 1,343% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | -0.394 | 2.739 | -14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 56.4B | 0% |
| Annual Yield % from dividends | 0.80 | 2.07 | 39% |
| Returns for 1 year | -1.21 | 6.42 | -19% |
| Returns for 3 years | -3.37 | 21.94 | -15% |
| Returns for 5 years | 12.31 | 79.49 | 15% |
| Returns for 10 years | 45.62 | 110.32 | 41% |
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