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HVEIX vs VSMPX
HVEIX vs VSMPX Comparison
Open Charts HVEIX vs VSMPX
HVIA Equity Institutional
Price$27.12
Change+$0.12 (+0.44%)
VolumeN/A
Net Assets71.18M
Vanguard Total Stock Mkt Idx Instl Pls
Price$286.40
Change+$1.25 (+0.44%)
VolumeN/A
Net Assets1.91T
HVEIX vs VSMPX Comparison Chart in %
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HVEIX vs. VSMPX commentary
Jul 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. HVEIX (71.2M). VSMPX pays higher dividends than HVEIX: VSMPX (1.22) vs HVEIX (0.24). HVEIX was incepted earlier than VSMPX: HVEIX (9 years) vs VSMPX (10 years). HVEIX (1.20) is less costly to investors than VSMPX (0.02). HVEIX is a more actively managed with annual turnover of: 19.00 vs. VSMPX (2.00). HVEIX has a lower initial minimum investment than VSMPX: HVEIX (25000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 17.76 vs. HVEIX (8.79). VSMPX return over 5 years is better than : 93.61 vs. HVEIX (69.29).
| HVEIX | VSMPX | HVEIX / VSMPX | |
| Total Expense Ratio | 1.00 | 0.02 | 5,000% |
| Annual Report Gross Expense Ratio | 1.20 | 0.02 | 6,000% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 8.005 | 8.298 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.2M | 1.91T | 0% |
| Annual Yield % from dividends | 0.24 | 1.22 | 19% |
| Returns for 1 year | 8.79 | 17.76 | 49% |
| Returns for 3 years | 42.43 | 60.67 | 70% |
| Returns for 5 years | 69.29 | 93.61 | 74% |
| Returns for 10 years | N/A | 192.09 | - |
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