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HVEIX vs VITSX
HVEIX vs VITSX Comparison
Open Charts HVEIX vs VITSX
HVIA Equity Institutional
Price$29.73
Change+$0.11 (+0.37%)
VolumeN/A
Net Assets67.21M
Vanguard Total Stock Market Idx I
Price$165.36
Change-$0.09 (-0.05%)
VolumeN/A
Net Assets2.06T
HVEIX vs VITSX Comparison Chart in %
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HVEIX vs. VITSX commentary
Dec 27, 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 HVEIX is a Hold and VITSX is a Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 2.06T vs. HVEIX (67.2M). VITSX pays higher dividends than HVEIX: VITSX (1.11) vs HVEIX (0.21). HVEIX was incepted earlier than VITSX: HVEIX (9 years) vs VITSX (28 years). HVEIX (1.20) is less costly to investors than VITSX (0.03). HVEIX is a more actively managed with annual turnover of: 19.00 vs. VITSX (2.00). HVEIX has a lower initial minimum investment than VITSX: HVEIX (25000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 14.33 vs. HVEIX (13.41). VITSX return over 5 years is better than : 76.74 vs. HVEIX (58.74).
| HVEIX | VITSX | HVEIX / VITSX | |
| Total Expense Ratio | 1.00 | 0.03 | 3,333% |
| Annual Report Gross Expense Ratio | 1.20 | 0.03 | 4,000% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 18.399 | 17.314 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 5000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.2M | 2.06T | 0% |
| Annual Yield % from dividends | 0.21 | 1.11 | 19% |
| Returns for 1 year | 13.41 | 14.33 | 94% |
| Returns for 3 years | 58.10 | 78.73 | 74% |
| Returns for 5 years | 58.74 | 76.74 | 77% |
| Returns for 10 years | N/A | 232.84 | - |
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