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HVEIX vs VTSMX
HVEIX vs VTSMX Comparison
Open Charts HVEIX vs VTSMX
HVIA Equity Institutional
Price$26.86
Change+$0.27 (+1.02%)
VolumeN/A
Net Assets71.16M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
HVEIX vs VTSMX Comparison Chart in %
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HVEIX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. HVEIX (71.2M). VTSMX pays higher dividends than HVEIX: VTSMX (1.12) vs HVEIX (0.24). HVEIX was incepted earlier than VTSMX: HVEIX (9 years) vs VTSMX (33 years). HVEIX (1.35) is less costly to investors than VTSMX (0.14). HVEIX is a more actively managed with annual turnover of: 19.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than HVEIX: VTSMX (3000) vs HVEIX (25000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. HVEIX (6.34). VTSMX return over 5 years is better than : 95.59 vs. HVEIX (73.10).
| HVEIX | VTSMX | HVEIX / VTSMX | |
| Total Expense Ratio | 1.00 | 0.14 | 714% |
| Annual Report Gross Expense Ratio | 1.35 | 0.14 | 964% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 6.969 | 6.421 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.2M | 1.82T | 0% |
| Annual Yield % from dividends | 0.24 | 1.12 | 21% |
| Returns for 1 year | 6.34 | 13.89 | 46% |
| Returns for 3 years | 45.90 | 62.08 | 74% |
| Returns for 5 years | 73.10 | 95.59 | 76% |
| Returns for 10 years | N/A | 198.05 | - |
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