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HVEIX vs VTSAX
HVEIX vs VTSAX Comparison
Open Charts HVEIX vs VTSAX
HVIA Equity Institutional
Price$25.29
Change-$0.38 (-1.48%)
VolumeN/A
Net Assets66.89M
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
HVEIX vs VTSAX Comparison Chart
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HVEIX vs. VTSAX commentary
Jun 16, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. HVEIX (66.9M). VTSAX pays higher dividends than HVEIX: VTSAX (1.28) vs HVEIX (0.25). HVEIX was incepted earlier than VTSAX: HVEIX (9 years) vs VTSAX (25 years). HVEIX (1.35) is less costly to investors than VTSAX (0.04). HVEIX is a more actively managed with annual turnover of: 19.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than HVEIX: VTSAX (3000) vs HVEIX (25000). VTSAX annual gain was more profitable for investors over the last year : 10.07 vs. HVEIX (2.15). VTSAX return over 5 years is better than : 91.40 vs. HVEIX (69.55).
| HVEIX | VTSAX | HVEIX / VTSAX | |
| Total Expense Ratio | 1.00 | 0.04 | 2,500% |
| Annual Report Gross Expense Ratio | 1.35 | 0.04 | 3,375% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 0.717 | 1.365 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.9M | 1.82T | 0% |
| Annual Yield % from dividends | 0.25 | 1.28 | 20% |
| Returns for 1 year | 2.15 | 10.07 | 21% |
| Returns for 3 years | 38.56 | 57.61 | 67% |
| Returns for 5 years | 69.55 | 91.40 | 76% |
| Returns for 10 years | N/A | 179.53 | - |
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