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HVEIX vs VTSAX
HVEIX vs VTSAX Comparison
Open Charts HVEIX vs VTSAX
HVIA Equity Institutional
Price$29.32
Change+$0.14 (+0.48%)
VolumeN/A
Net Assets69.69M
Vanguard Total Stock Mkt Idx Adm
Price$163.82
Change+$0.69 (+0.42%)
VolumeN/A
Net Assets2.05T
HVEIX vs VTSAX Comparison Chart in %
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HVEIX vs. VTSAX commentary
Dec 05, 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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. HVEIX (69.7M). VTSAX pays higher dividends than HVEIX: VTSAX (1.11) vs HVEIX (0.21). 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 : 12.13 vs. HVEIX (8.10). VTSAX return over 5 years is better than : 76.48 vs. HVEIX (57.55).
| 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 | 16.766 | 16.237 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.7M | 2.05T | 0% |
| Annual Yield % from dividends | 0.21 | 1.11 | 19% |
| Returns for 1 year | 8.10 | 12.13 | 67% |
| Returns for 3 years | 48.30 | 65.49 | 74% |
| Returns for 5 years | 57.55 | 76.48 | 75% |
| Returns for 10 years | N/A | 225.76 | - |
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