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HNVIX vs VSIAX
HNVIX vs VSIAX Comparison
Open Charts HNVIX vs VSIAX
Heartland Value Plus Institutional
Price$36.29
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets290.5M
Vanguard Small Cap Value Index Admiral
Price$92.52
Change-$0.03 (-0.03%)
VolumeN/A
Net Assets59.64B
HNVIX vs VSIAX Comparison Chart in %
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HNVIX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.6B vs. HNVIX (291M). VSIAX pays higher dividends than HNVIX: VSIAX (1.97) vs HNVIX (0.76). HNVIX was incepted earlier than VSIAX: HNVIX (18 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 : 7.57 vs. HNVIX (0.67). VSIAX return over 5 years is better than : 54.72 vs. HNVIX (-3.69).
| 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 | 18 years | 14 years | - |
| Gain YTD | 2.110 | 9.053 | 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 | 1.97 | 38% |
| Returns for 1 year | 0.67 | 7.57 | 9% |
| Returns for 3 years | -0.73 | 37.11 | -2% |
| Returns for 5 years | -3.69 | 54.72 | -7% |
| Returns for 10 years | 60.91 | 123.76 | 49% |
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