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HRTVX vs VISVX
HRTVX vs VISVX Comparison
Open Charts HRTVX vs VISVX
Heartland Value Investor
Price$54.83
Change+$0.76 (+1.41%)
VolumeN/A
Net Assets871.19M
Vanguard Small Cap Value Index I
Price$50.89
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets58.35B
HRTVX vs VISVX Comparison Chart in %
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HRTVX vs. VISVX commentary
Dec 04, 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 StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. HRTVX (871M). VISVX pays higher dividends than HRTVX: VISVX (1.86) vs HRTVX (0.67). 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 : -1.68 vs. HRTVX (-2.92). VISVX return over 5 years is better than : 56.36 vs. HRTVX (33.27).
| 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 | 13.102 | 6.700 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 871M | 58.3B | 1% |
| Annual Yield % from dividends | 0.67 | 1.86 | 36% |
| Returns for 1 year | -2.92 | -1.68 | 174% |
| Returns for 3 years | 26.49 | 26.40 | 100% |
| Returns for 5 years | 33.27 | 56.36 | 59% |
| Returns for 10 years | 39.73 | 112.68 | 35% |
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