HVEIX
Price
$27.12
Change
+$0.12 (+0.44%)
Updated
Jul 25 closing price
Net Assets
71.18M
VTSMX
Price
$152.62
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
Interact to see
Advertisement

HVEIX vs VTSMX

Header iconHVEIX vs VTSMX Comparison
Open Charts HVEIX vs VTSMXBanner chart's image
HVIA Equity Institutional
Price$27.12
Change+$0.12 (+0.44%)
VolumeN/A
Net Assets71.18M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
HVEIX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
HVEIX vs. VTSMX commentary
Jul 27, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T 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 (1.20) 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 : 17.75 vs. HVEIX (8.79). VTSMX return over 5 years is better than : 93.51 vs. HVEIX (69.29).
HVEIXVTSMXHVEIX / VTSMX
Total Expense Ratio1.000.14714%
Annual Report Gross Expense Ratio1.200.14857%
Fund Existence9 years33 years-
Gain YTD8.0058.28797%
Front LoadN/AN/A-
Min. Initial Investment250003000833%
Min. Initial Investment IRAN/AN/A-
Net Assets71.2M1.91T0%
Annual Yield % from dividends0.241.1221%
Returns for 1 year8.7917.7550%
Returns for 3 years42.4360.6070%
Returns for 5 years69.2993.5174%
Returns for 10 yearsN/A200.97-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
LRLCY87.990.10
+0.11%
L'Oreal Co.
KGTFY14.15N/A
N/A
Krung Thai Bank Public Co., Ltd.
KNCAY6.52N/A
N/A
Konica Minolta Inc.
SOCLF0.27N/A
N/A
Pharos Energy PLC
SRNN11.69N/A
N/A
Southern Banc Company, Inc. (The)