HVEIX
Price
$26.86
Change
+$0.27 (+1.02%)
Updated
Jul 3 closing price
Net Assets
71.16M
VTSAX
Price
$150.01
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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HVEIX vs VTSAX

Header iconHVEIX vs VTSAX Comparison
Open Charts HVEIX vs VTSAXBanner chart's image
HVIA Equity Institutional
Price$26.86
Change+$0.27 (+1.02%)
VolumeN/A
Net Assets71.16M
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
HVEIX vs VTSAX Comparison Chart in %
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HVEIX vs. VTSAX 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 VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. HVEIX (71.2M). VTSAX pays higher dividends than HVEIX: VTSAX (1.21) vs HVEIX (0.24). 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 : 13.89 vs. HVEIX (6.34). VTSAX return over 5 years is better than : 95.62 vs. HVEIX (73.10).
HVEIXVTSAXHVEIX / VTSAX
Total Expense Ratio1.000.042,500%
Annual Report Gross Expense Ratio1.350.043,375%
Fund Existence9 years25 years-
Gain YTD6.9696.416109%
Front LoadN/AN/A-
Min. Initial Investment250003000833%
Min. Initial Investment IRAN/AN/A-
Net Assets71.2M1.82T0%
Annual Yield % from dividends0.241.2120%
Returns for 1 year6.3413.8946%
Returns for 3 years45.9062.1274%
Returns for 5 years73.1095.6276%
Returns for 10 yearsN/A198.69-
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