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HVEIX vs VSTSX
HVEIX vs VSTSX Comparison
Open Charts HVEIX vs VSTSX
HVIA Equity Institutional
Price$27.12
Change+$0.12 (+0.44%)
VolumeN/A
Net Assets71.18M
Vanguard Total Stock Mkt Idx Instl Sel
Price$300.61
Change+$1.32 (+0.44%)
VolumeN/A
Net Assets1.91T
HVEIX vs VSTSX Comparison Chart in %
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HVEIX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.91T 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 (1.20) 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 : 17.78 vs. HVEIX (8.79). VSTSX return over 5 years is better than : 93.67 vs. HVEIX (69.29).
| HVEIX | VSTSX | HVEIX / VSTSX | |
| Total Expense Ratio | 1.00 | 0.01 | 10,000% |
| Annual Report Gross Expense Ratio | 1.20 | 0.01 | 12,000% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 8.005 | 8.300 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.2M | 1.91T | 0% |
| Annual Yield % from dividends | 0.24 | 1.23 | 19% |
| Returns for 1 year | 8.79 | 17.78 | 49% |
| Returns for 3 years | 42.43 | 60.72 | 70% |
| Returns for 5 years | 69.29 | 93.67 | 74% |
| Returns for 10 years | N/A | N/A | - |
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