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HRTVX vs VSIAX
HRTVX vs VSIAX Comparison
Open Charts HRTVX vs VSIAX
Heartland Value Investor
Price$47.19
Change-$0.81 (-1.69%)
VolumeN/A
Net Assets754.38M
Vanguard Small Cap Value Index Admiral
Price$81.37
Change-$1.32 (-1.60%)
VolumeN/A
Net Assets54.02B
HRTVX vs VSIAX Comparison Chart
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HRTVX vs. VSIAX commentary
Jun 16, 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 VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. HRTVX (754M). VSIAX pays higher dividends than HRTVX: VSIAX (2.23) vs HRTVX (0.77). HRTVX was incepted earlier than VSIAX: HRTVX (40 years) vs VSIAX (14 years). HRTVX (1.06) is less costly to investors than VSIAX (0.07). HRTVX is a more actively managed with annual turnover of: 34.00 vs. VSIAX (16.00). HRTVX has a lower initial minimum investment than VSIAX: HRTVX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 3.83 vs. HRTVX (3.52). VSIAX return over 5 years is better than : 80.63 vs. HRTVX (52.89).
| HRTVX | VSIAX | HRTVX / VSIAX | |
| Total Expense Ratio | 1.06 | 0.07 | 1,514% |
| Annual Report Gross Expense Ratio | 1.06 | 0.07 | 1,514% |
| Fund Existence | 40 years | 14 years | - |
| Gain YTD | -1.235 | -4.304 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 754M | 54B | 1% |
| Annual Yield % from dividends | 0.77 | 2.23 | 34% |
| Returns for 1 year | 3.52 | 3.83 | 92% |
| Returns for 3 years | 20.12 | 26.16 | 77% |
| Returns for 5 years | 52.89 | 80.63 | 66% |
| Returns for 10 years | 10.14 | 80.44 | 13% |
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