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HVEIX vs VTSMX
HVEIX vs VTSMX Comparison
Open Charts HVEIX vs VTSMX
HVIA Equity Institutional
Price$27.44
Change+$0.08 (+0.29%)
VolumeN/A
Net Assets71.55M
Vanguard Total Stock Mkt Idx I
Price$155.90
Change+$0.40 (+0.26%)
VolumeN/A
Net Assets1.95T
HVEIX vs VTSMX Comparison Chart in %
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HVEIX vs. VTSMX commentary
Sep 09, 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: 1.95T vs. HVEIX (71.5M). VTSMX pays higher dividends than HVEIX: VTSMX (1.07) 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 : 18.03 vs. HVEIX (10.68). VTSMX return over 5 years is better than : 84.94 vs. HVEIX (56.90).
| 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 | 8.961 | 10.330 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.5M | 1.95T | 0% |
| Annual Yield % from dividends | 0.23 | 1.07 | 22% |
| Returns for 1 year | 10.68 | 18.03 | 59% |
| Returns for 3 years | 44.97 | 63.63 | 71% |
| Returns for 5 years | 56.90 | 84.94 | 67% |
| Returns for 10 years | N/A | 224.15 | - |
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