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HRVIX vs VISVX
HRVIX vs VISVX Comparison
Open Charts HRVIX vs VISVX
Heartland Value Plus Investor
Price$34.68
Change+$0.15 (+0.43%)
VolumeN/A
Net Assets277.36M
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
HRVIX vs VISVX Comparison Chart in %
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HRVIX vs. VISVX commentary
Jul 07, 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: 54B vs. HRVIX (277M). VISVX pays higher dividends than HRVIX: VISVX (1.99) vs HRVIX (0.51). 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 : 11.64 vs. HRVIX (1.44). VISVX return over 5 years is better than : 94.00 vs. HRVIX (15.36).
| 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 | 2.024 | -159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 54B | 1% |
| Annual Yield % from dividends | 0.51 | 1.99 | 25% |
| Returns for 1 year | 1.44 | 11.64 | 12% |
| Returns for 3 years | -0.36 | 34.76 | -1% |
| Returns for 5 years | 15.36 | 94.00 | 16% |
| Returns for 10 years | 23.30 | 96.11 | 24% |
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