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HNVIX vs VSIAX
HNVIX vs VSIAX Comparison
Open Charts HNVIX vs VSIAX
Heartland Value Plus Institutional
Price$34.52
Change+$0.23 (+0.67%)
VolumeN/A
Net Assets276.14M
Vanguard Small Cap Value Index Admiral
Price$87.39
Change+$0.46 (+0.53%)
VolumeN/A
Net Assets55.61B
HNVIX vs VSIAX Comparison Chart in %
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HNVIX vs. VSIAX commentary
Jul 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 StrongBuy and VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 55.6B vs. HNVIX (276M). VSIAX pays higher dividends than HNVIX: VSIAX (2.11) vs HNVIX (0.82). 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 : 5.59 vs. HNVIX (-5.60). VSIAX return over 5 years is better than : 88.99 vs. HNVIX (12.85).
| 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 | -2.870 | 2.904 | -99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 55.6B | 0% |
| Annual Yield % from dividends | 0.82 | 2.11 | 39% |
| Returns for 1 year | -5.60 | 5.59 | -100% |
| Returns for 3 years | -1.51 | 31.08 | -5% |
| Returns for 5 years | 12.85 | 88.99 | 14% |
| Returns for 10 years | 33.42 | 102.83 | 33% |
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