Interact to see
Advertisement
Advertisement
HVEIX vs VSMPX
HVEIX vs VSMPX Comparison
Open Charts HVEIX vs VSMPX
HVIA Equity Institutional
Price$26.86
Change+$0.27 (+1.02%)
VolumeN/A
Net Assets71.16M
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
HVEIX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HVEIX vs. VSMPX 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 HVEIX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T 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 (1.35) 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 : 13.90 vs. HVEIX (6.34). VSMPX return over 5 years is better than : 95.69 vs. HVEIX (73.10).
| HVEIX | VSMPX | HVEIX / VSMPX | |
| Total Expense Ratio | 1.00 | 0.02 | 5,000% |
| Annual Report Gross Expense Ratio | 1.35 | 0.02 | 6,750% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 6.969 | 6.426 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.2M | 1.82T | 0% |
| Annual Yield % from dividends | 0.24 | 1.22 | 19% |
| Returns for 1 year | 6.34 | 13.90 | 46% |
| Returns for 3 years | 45.90 | 62.17 | 74% |
| Returns for 5 years | 73.10 | 95.69 | 76% |
| Returns for 10 years | N/A | 189.21 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement