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HRVIX vs VSIAX
HRVIX vs VSIAX Comparison
Open Charts HRVIX vs VSIAX
Heartland Value Plus Investor
Price$34.68
Change+$0.15 (+0.43%)
VolumeN/A
Net Assets277.36M
Vanguard Small Cap Value Index Admiral
Price$86.66
Change+$0.43 (+0.50%)
VolumeN/A
Net Assets54.02B
HRVIX vs VSIAX Comparison Chart in %
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HRVIX vs. VSIAX 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 VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. HRVIX (277M). VSIAX pays higher dividends than HRVIX: VSIAX (2.11) vs HRVIX (0.51). 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 : 11.67 vs. HRVIX (1.44). VSIAX return over 5 years is better than : 94.16 vs. HRVIX (15.36).
| 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 | 2.044 | -157% |
| 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 | 2.11 | 24% |
| Returns for 1 year | 1.44 | 11.67 | 12% |
| Returns for 3 years | -0.36 | 34.88 | -1% |
| Returns for 5 years | 15.36 | 94.16 | 16% |
| Returns for 10 years | 23.30 | 96.53 | 24% |
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