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HVEIX vs VSTSX
HVEIX vs VSTSX Comparison
Open Charts HVEIX vs VSTSX
HVIA Equity Institutional
Price$26.86
Change+$0.27 (+1.02%)
VolumeN/A
Net Assets71.16M
Vanguard Total Stock Mkt Idx Instl Sel
Price$295.41
Change+$2.52 (+0.86%)
VolumeN/A
Net Assets1.82T
HVEIX vs VSTSX Comparison Chart in %
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HVEIX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.82T vs. HVEIX (71.2M). VSTSX pays higher dividends than HVEIX: VSTSX (1.23) vs HVEIX (0.24). HVEIX was incepted earlier than VSTSX: HVEIX (9 years) vs VSTSX (9 years). HVEIX (1.35) is less costly to investors than VSTSX (0.01). HVEIX is a more actively managed with annual turnover of: 19.00 vs. VSTSX (2.00). HVEIX has a lower initial minimum investment than VSTSX: HVEIX (25000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 13.91 vs. HVEIX (6.34). VSTSX return over 5 years is better than : 95.76 vs. HVEIX (73.10).
| HVEIX | VSTSX | HVEIX / VSTSX | |
| Total Expense Ratio | 1.00 | 0.01 | 10,000% |
| Annual Report Gross Expense Ratio | 1.35 | 0.01 | 13,500% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 6.969 | 6.427 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.2M | 1.82T | 0% |
| Annual Yield % from dividends | 0.24 | 1.23 | 19% |
| Returns for 1 year | 6.34 | 13.91 | 46% |
| Returns for 3 years | 45.90 | 62.21 | 74% |
| Returns for 5 years | 73.10 | 95.76 | 76% |
| Returns for 10 years | N/A | N/A | - |
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