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HRVIX vs VISVX
HRVIX vs VISVX Comparison
Open Charts HRVIX vs VISVX
Heartland Value Plus Investor
Price$35.30
Change-$0.43 (-1.20%)
VolumeN/A
Net Assets286.96M
Vanguard Small Cap Value Index I
Price$49.42
Change-$0.68 (-1.36%)
VolumeN/A
Net Assets58.35B
HRVIX vs VISVX Comparison Chart in %
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VS
HRVIX 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 HRVIX is a Buy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. HRVIX (287M). VISVX pays higher dividends than HRVIX: VISVX (1.90) vs HRVIX (0.48). HRVIX was incepted earlier than VISVX: HRVIX (32 years) vs VISVX (28 years). HRVIX (1.21) is less costly to investors than VISVX (0.19). HRVIX is a more actively managed with annual turnover of: 68.00 vs. VISVX (16.00). HRVIX has a lower initial minimum investment than VISVX: HRVIX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : -0.55 vs. HRVIX (-10.14). VISVX return over 5 years is better than : 65.01 vs. HRVIX (4.35).
| HRVIX | VISVX | HRVIX / VISVX | |
| Total Expense Ratio | 1.21 | 0.19 | 637% |
| Annual Report Gross Expense Ratio | 1.21 | 0.19 | 637% |
| Fund Existence | 32 years | 28 years | - |
| Gain YTD | -0.279 | 5.771 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 58.3B | 0% |
| Annual Yield % from dividends | 0.48 | 1.90 | 25% |
| Returns for 1 year | -10.14 | -0.55 | 1,836% |
| Returns for 3 years | -4.89 | 27.31 | -18% |
| Returns for 5 years | 4.35 | 65.01 | 7% |
| Returns for 10 years | 40.10 | 116.59 | 34% |
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