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HRTVX vs VISVX
HRTVX vs VISVX Comparison
Open Charts HRTVX vs VISVX
Heartland Value Investor
Price$52.32
Change-$0.68 (-1.28%)
VolumeN/A
Net Assets844.68M
Vanguard Small Cap Value Index I
Price$49.42
Change-$0.68 (-1.36%)
VolumeN/A
Net Assets58.35B
HRTVX vs VISVX Comparison Chart in %
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HRTVX 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 HRTVX is a Hold and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. HRTVX (845M). VISVX pays higher dividends than HRTVX: VISVX (1.90) vs HRTVX (0.69). HRTVX was incepted earlier than VISVX: HRTVX (41 years) vs VISVX (28 years). HRTVX (1.06) is less costly to investors than VISVX (0.19). HRTVX is a more actively managed with annual turnover of: 34.00 vs. VISVX (16.00). HRTVX has a lower initial minimum investment than VISVX: HRTVX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : -0.55 vs. HRTVX (-2.00). VISVX return over 5 years is better than : 65.01 vs. HRTVX (38.87).
| HRTVX | VISVX | HRTVX / VISVX | |
| Total Expense Ratio | 1.06 | 0.19 | 558% |
| Annual Report Gross Expense Ratio | 1.06 | 0.19 | 558% |
| Fund Existence | 41 years | 28 years | - |
| Gain YTD | 10.925 | 5.771 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 845M | 58.3B | 1% |
| Annual Yield % from dividends | 0.69 | 1.90 | 36% |
| Returns for 1 year | -2.00 | -0.55 | 362% |
| Returns for 3 years | 25.21 | 27.31 | 92% |
| Returns for 5 years | 38.87 | 65.01 | 60% |
| Returns for 10 years | 41.59 | 116.59 | 36% |
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