Interact to see
Advertisement
Advertisement
HRVIX vs VSIAX
HRVIX vs VSIAX Comparison
Open Charts HRVIX vs VSIAX
Heartland Value Plus Investor
Price$36.98
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets288.45M
Vanguard Small Cap Value Index Admiral
Price$90.62
Change+$0.38 (+0.42%)
VolumeN/A
Net Assets59.22B
HRVIX vs VSIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HRVIX vs. VSIAX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.2B vs. HRVIX (288M). VSIAX pays higher dividends than HRVIX: VSIAX (1.97) vs HRVIX (0.46). 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 : 10.22 vs. HRVIX (2.61). VSIAX return over 5 years is better than : 86.42 vs. HRVIX (15.79).
| 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 | 3.210 | 6.707 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 59.2B | 0% |
| Annual Yield % from dividends | 0.46 | 1.97 | 23% |
| Returns for 1 year | 2.61 | 10.22 | 26% |
| Returns for 3 years | 9.39 | 36.67 | 26% |
| Returns for 5 years | 15.79 | 86.42 | 18% |
| Returns for 10 years | 49.18 | 117.84 | 42% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers