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HVEIX vs VITSX
HVEIX vs VITSX Comparison
Open Charts HVEIX vs VITSX
HVIA Equity Institutional
Price$27.05
Change-$0.12 (-0.44%)
VolumeN/A
Net Assets70.97M
Vanguard Total Stock Market Idx I
Price$154.06
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
HVEIX vs VITSX Comparison Chart in %
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HVEIX vs. VITSX commentary
Aug 17, 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 Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.91T vs. HVEIX (71M). VITSX pays higher dividends than HVEIX: VITSX (1.19) vs HVEIX (0.23). 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 : 16.21 vs. HVEIX (6.30). VITSX return over 5 years is better than : 85.84 vs. HVEIX (59.82).
| 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 | 7.726 | 9.274 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 5000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71M | 1.91T | 0% |
| Annual Yield % from dividends | 0.23 | 1.19 | 19% |
| Returns for 1 year | 6.30 | 16.21 | 39% |
| Returns for 3 years | 29.76 | 46.82 | 64% |
| Returns for 5 years | 59.82 | 85.84 | 70% |
| Returns for 10 years | N/A | 203.16 | - |
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