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HRVIX vs VISVX
HRVIX vs VISVX Comparison
Open Charts HRVIX vs VISVX
Heartland Value Plus Investor
Price$36.98
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets288.45M
Vanguard Small Cap Value Index I
Price$50.57
Change+$0.21 (+0.42%)
VolumeN/A
Net Assets59.22B
HRVIX vs VISVX Comparison Chart in %
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HRVIX vs. VISVX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.2B vs. HRVIX (288M). VISVX pays higher dividends than HRVIX: VISVX (1.86) vs HRVIX (0.46). 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 : 10.19 vs. HRVIX (2.61). VISVX return over 5 years is better than : 86.20 vs. HRVIX (15.79).
| 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 | 3.210 | 6.665 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 59.2B | 0% |
| Annual Yield % from dividends | 0.46 | 1.86 | 25% |
| Returns for 1 year | 2.61 | 10.19 | 26% |
| Returns for 3 years | 9.39 | 36.58 | 26% |
| Returns for 5 years | 15.79 | 86.20 | 18% |
| Returns for 10 years | 49.18 | 117.42 | 42% |
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