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HVEIX vs VTSAX
HVEIX vs VTSAX Comparison
Open Charts HVEIX vs VTSAX
HVIA Equity Institutional
Price$27.05
Change-$0.12 (-0.44%)
VolumeN/A
Net Assets70.97M
Vanguard Total Stock Mkt Idx Adm
Price$154.04
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
HVEIX vs VTSAX Comparison Chart in %
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HVEIX vs. VTSAX commentary
Aug 17, 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: 1.91T vs. HVEIX (71M). VTSAX pays higher dividends than HVEIX: VTSAX (1.18) vs HVEIX (0.23). 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 : 16.22 vs. HVEIX (6.30). VTSAX return over 5 years is better than : 85.86 vs. HVEIX (59.82).
| 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 | 7.726 | 9.275 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71M | 1.91T | 0% |
| Annual Yield % from dividends | 0.23 | 1.18 | 20% |
| Returns for 1 year | 6.30 | 16.22 | 39% |
| Returns for 3 years | 29.76 | 46.82 | 64% |
| Returns for 5 years | 59.82 | 85.86 | 70% |
| Returns for 10 years | N/A | 203.17 | - |
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