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HRVIX vs VISVX
HRVIX vs VISVX Comparison
Open Charts HRVIX vs VISVX
Heartland Value Plus Investor
Price$35.71
Change+$0.13 (+0.37%)
VolumeN/A
Net Assets287.57M
Vanguard Small Cap Value Index I
Price$49.36
Change+$0.14 (+0.28%)
VolumeN/A
Net Assets59.14B
HRVIX vs VISVX Comparison Chart in %
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VS
VS
HRVIX vs. VISVX commentary
Oct 18, 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 Hold and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.1B vs. HRVIX (288M). VISVX pays higher dividends than HRVIX: VISVX (1.88) vs HRVIX (0.47). HRVIX was incepted earlier than VISVX: HRVIX (32 years) vs VISVX (27 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 : 0.97 vs. HRVIX (-6.02). VISVX return over 5 years is better than : 75.74 vs. HRVIX (10.07).
| 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 | 27 years | - |
| Gain YTD | -0.335 | 4.208 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 59.1B | 0% |
| Annual Yield % from dividends | 0.47 | 1.88 | 25% |
| Returns for 1 year | -6.02 | 0.97 | -620% |
| Returns for 3 years | 5.06 | 36.12 | 14% |
| Returns for 5 years | 10.07 | 75.74 | 13% |
| Returns for 10 years | 40.07 | 108.98 | 37% |
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