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HRVIX vs VSIAX
HRVIX vs VSIAX Comparison
Open Charts HRVIX vs VSIAX
Heartland Value Plus Investor
Price$32.45
Change-$0.57 (-1.73%)
VolumeN/A
Net Assets266.35M
Vanguard Small Cap Value Index Admiral
Price$81.37
Change-$1.32 (-1.60%)
VolumeN/A
Net Assets54.02B
HRVIX vs VSIAX Comparison Chart
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HRVIX vs. VSIAX commentary
Jun 14, 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. HRVIX (266M). VSIAX pays higher dividends than HRVIX: VSIAX (2.23) vs HRVIX (0.53). HRVIX was incepted earlier than VSIAX: HRVIX (32 years) vs VSIAX (14 years). HRVIX (1.21) is less costly to investors than VSIAX (0.07). HRVIX is a more actively managed with annual turnover of: 68.00 vs. VSIAX (16.00). HRVIX has a lower initial minimum investment than VSIAX: HRVIX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 3.83 vs. HRVIX (-5.49). VSIAX return over 5 years is better than : 80.63 vs. HRVIX (8.12).
| HRVIX | VSIAX | HRVIX / VSIAX | |
| Total Expense Ratio | 1.21 | 0.07 | 1,729% |
| Annual Report Gross Expense Ratio | 1.21 | 0.07 | 1,729% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | -9.433 | -4.304 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266M | 54B | 0% |
| Annual Yield % from dividends | 0.53 | 2.23 | 24% |
| Returns for 1 year | -5.49 | 3.83 | -143% |
| Returns for 3 years | -5.14 | 26.16 | -20% |
| Returns for 5 years | 8.12 | 80.63 | 10% |
| Returns for 10 years | 11.00 | 80.44 | 14% |
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