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HVEIX vs VTSMX
HVEIX vs VTSMX Comparison
Open Charts HVEIX vs VTSMX
HVIA Equity Institutional
Price$29.32
Change+$0.14 (+0.48%)
VolumeN/A
Net Assets69.69M
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
HVEIX vs VTSMX Comparison Chart in %
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HVEIX vs. VTSMX 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. HVEIX (69.7M). VTSMX pays higher dividends than HVEIX: VTSMX (1.02) vs HVEIX (0.21). 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 : 12.11 vs. HVEIX (8.10). VTSMX return over 5 years is better than : 76.45 vs. HVEIX (57.55).
| 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 | 16.766 | 16.213 | 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 | 1.02 | 21% |
| Returns for 1 year | 8.10 | 12.11 | 67% |
| Returns for 3 years | 48.30 | 65.43 | 74% |
| Returns for 5 years | 57.55 | 76.45 | 75% |
| Returns for 10 years | N/A | 225.03 | - |
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