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HVEIX vs VTSAX
HVEIX vs VTSAX Comparison
Open Charts HVEIX vs VTSAX
HVIA Equity Institutional
Price$27.39
Change-$1.18 (-4.13%)
VolumeN/A
Net Assets56.6M
Vanguard Total Stock Mkt Idx Adm
Price$165.45
Change+$4.47 (+2.78%)
VolumeN/A
Net Assets2.06T
HVEIX vs VTSAX Comparison Chart in %
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HVEIX vs. VTSAX commentary
Feb 04, 2026
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 Hold and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. HVEIX (56.6M). VTSAX pays higher dividends than HVEIX: VTSAX (1.09) vs HVEIX (0.06). HVEIX was incepted earlier than VTSAX: HVEIX (9 years) vs VTSAX (25 years). HVEIX (1.20) 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 : 14.80 vs. HVEIX (5.21). VTSAX return over 5 years is better than : 68.23 vs. HVEIX (41.62).
| HVEIX | VTSAX | HVEIX / VTSAX | |
| Total Expense Ratio | 1.00 | 0.04 | 2,500% |
| Annual Report Gross Expense Ratio | 1.20 | 0.04 | 3,000% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 0.625 | 1.379 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.6M | 2.06T | 0% |
| Annual Yield % from dividends | 0.06 | 1.09 | 6% |
| Returns for 1 year | 5.21 | 14.80 | 35% |
| Returns for 3 years | 46.02 | 64.03 | 72% |
| Returns for 5 years | 41.62 | 68.23 | 61% |
| Returns for 10 years | N/A | 270.92 | - |
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