Interact to see
Advertisement
Advertisement
HRVIX vs VISVX
HRVIX vs VISVX Comparison
Open Charts HRVIX vs VISVX
Heartland Value Plus Investor
Price$36.63
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets290.68M
Vanguard Small Cap Value Index I
Price$51.66
Change+$0.17 (+0.33%)
VolumeN/A
Net Assets59.64B
HRVIX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HRVIX vs. VISVX commentary
Dec 27, 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: 59.6B vs. HRVIX (291M). VISVX pays higher dividends than HRVIX: VISVX (1.86) vs HRVIX (0.47). 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 : 7.97 vs. HRVIX (1.24). VISVX return over 5 years is better than : 54.60 vs. HRVIX (-4.37).
| 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 | 2.233 | 9.064 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 59.6B | 0% |
| Annual Yield % from dividends | 0.47 | 1.86 | 25% |
| Returns for 1 year | 1.24 | 7.97 | 16% |
| Returns for 3 years | -0.73 | 37.22 | -2% |
| Returns for 5 years | -4.37 | 54.60 | -8% |
| Returns for 10 years | 45.34 | 124.17 | 37% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers