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HVEIX vs VTSMX
HVEIX vs VTSMX Comparison
Open Charts HVEIX vs VTSMX
HVIA Equity Institutional
Price$28.86
Change-$0.57 (-1.94%)
VolumeN/A
Net Assets70.88M
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
HVEIX vs VTSMX Comparison Chart in %
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HVEIX vs. VTSMX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. HVEIX (70.9M). VTSMX pays higher dividends than HVEIX: VTSMX (1.02) vs HVEIX (0.22). HVEIX was incepted earlier than VTSMX: HVEIX (9 years) vs VTSMX (34 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 : 13.42 vs. HVEIX (7.27). VTSMX return over 5 years is better than : 83.98 vs. HVEIX (58.77).
| 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 | 34 years | - |
| Gain YTD | 14.934 | 15.972 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.9M | 2.05T | 0% |
| Annual Yield % from dividends | 0.22 | 1.02 | 21% |
| Returns for 1 year | 7.27 | 13.42 | 54% |
| Returns for 3 years | 49.55 | 68.22 | 73% |
| Returns for 5 years | 58.77 | 83.98 | 70% |
| Returns for 10 years | N/A | 235.40 | - |
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