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HRVIX vs VISVX
HRVIX vs VISVX Comparison
Open Charts HRVIX vs VISVX
Heartland Value Plus Investor
Price$36.56
Change+$0.35 (+0.97%)
VolumeN/A
Net Assets290.21M
Vanguard Small Cap Value Index I
Price$50.89
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets58.35B
HRVIX vs VISVX Comparison Chart in %
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HRVIX vs. VISVX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. HRVIX (290M). 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 : -1.68 vs. HRVIX (-9.87). VISVX return over 5 years is better than : 56.36 vs. HRVIX (-0.64).
| 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 | 1.395 | 6.700 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290M | 58.3B | 0% |
| Annual Yield % from dividends | 0.47 | 1.86 | 25% |
| Returns for 1 year | -9.87 | -1.68 | 588% |
| Returns for 3 years | -5.27 | 26.40 | -20% |
| Returns for 5 years | -0.64 | 56.36 | -1% |
| Returns for 10 years | 39.02 | 112.68 | 35% |
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