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HVEIX vs VTSMX
HVEIX vs VTSMX Comparison
Open Charts HVEIX vs VTSMX
HVIA Equity Institutional
Price$27.05
Change-$0.12 (-0.44%)
VolumeN/A
Net Assets70.97M
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
HVEIX vs VTSMX Comparison Chart in %
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HVEIX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. HVEIX (71M). VTSMX pays higher dividends than HVEIX: VTSMX (1.09) vs HVEIX (0.23). 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 : 16.21 vs. HVEIX (6.30). VTSMX return over 5 years is better than : 85.82 vs. HVEIX (59.82).
| HVEIX | VTSMX | HVEIX / VTSMX | |
| Total Expense Ratio | 1.00 | 0.14 | 714% |
| Annual Report Gross Expense Ratio | 1.20 | 0.14 | 857% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 7.726 | 9.266 | 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 | 1.09 | 21% |
| Returns for 1 year | 6.30 | 16.21 | 39% |
| Returns for 3 years | 29.76 | 46.80 | 64% |
| Returns for 5 years | 59.82 | 85.82 | 70% |
| Returns for 10 years | N/A | 202.54 | - |
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