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HVEIX vs VITSX
HVEIX vs VITSX Comparison
Open Charts HVEIX vs VITSX
HVIA Equity Institutional
Price$27.39
Change-$1.18 (-4.13%)
VolumeN/A
Net Assets56.6M
Vanguard Total Stock Market Idx I
Price$165.48
Change+$4.48 (+2.78%)
VolumeN/A
Net Assets2.06T
HVEIX vs VITSX Comparison Chart in %
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HVEIX vs. VITSX commentary
Feb 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 2.06T vs. HVEIX (56.6M). VITSX pays higher dividends than HVEIX: VITSX (1.10) vs HVEIX (0.06). HVEIX was incepted earlier than VITSX: HVEIX (9 years) vs VITSX (29 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 : 14.80 vs. HVEIX (5.21). VITSX return over 5 years is better than : 68.23 vs. HVEIX (41.62).
| 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 | 29 years | - |
| Gain YTD | 0.625 | 1.378 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 5000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.6M | 2.06T | 0% |
| Annual Yield % from dividends | 0.06 | 1.10 | 5% |
| Returns for 1 year | 5.21 | 14.80 | 35% |
| Returns for 3 years | 46.02 | 64.03 | 72% |
| Returns for 5 years | 41.62 | 68.23 | 61% |
| Returns for 10 years | N/A | 271.03 | - |
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