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HRVIX vs VISVX
HRVIX vs VISVX Comparison
Open Charts HRVIX vs VISVX
Heartland Value Plus Investor
Price$39.31
Change+$3.31 (+9.19%)
VolumeN/A
Net Assets305.64M
Vanguard Small Cap Value Index I
Price$54.13
Change+$4.36 (+8.76%)
VolumeN/A
Net Assets59.85B
HRVIX vs VISVX Comparison Chart in %
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VS
VS
HRVIX vs. VISVX commentary
Feb 04, 2026
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: 59.8B vs. HRVIX (306M). VISVX pays higher dividends than HRVIX: VISVX (1.74) vs HRVIX (0.58). 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 : 12.01 vs. HRVIX (9.56). VISVX return over 5 years is better than : 51.01 vs. HRVIX (-5.87).
| 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 | 9.225 | 6.555 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 306M | 59.8B | 1% |
| Annual Yield % from dividends | 0.58 | 1.74 | 33% |
| Returns for 1 year | 9.56 | 12.01 | 80% |
| Returns for 3 years | -0.06 | 29.81 | -0% |
| Returns for 5 years | -5.87 | 51.01 | -12% |
| Returns for 10 years | 91.68 | 161.74 | 57% |
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