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HVEIX vs VTSMX
HVEIX vs VTSMX Comparison
Open Charts HVEIX vs VTSMX
HVIA Equity Institutional
Price$27.39
Change-$1.18 (-4.13%)
VolumeN/A
Net Assets56.6M
Vanguard Total Stock Mkt Idx I
Price$165.41
Change+$4.46 (+2.77%)
VolumeN/A
Net Assets2.06T
HVEIX vs VTSMX Comparison Chart in %
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HVEIX vs. VTSMX commentary
Feb 04, 2026
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 Hold and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. HVEIX (56.6M). VTSMX pays higher dividends than HVEIX: VTSMX (1.00) vs HVEIX (0.06). 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 : 14.79 vs. HVEIX (5.21). VTSMX return over 5 years is better than : 68.19 vs. HVEIX (41.62).
| 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 | 0.625 | 1.373 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.6M | 2.06T | 0% |
| Annual Yield % from dividends | 0.06 | 1.00 | 6% |
| Returns for 1 year | 5.21 | 14.79 | 35% |
| Returns for 3 years | 46.02 | 63.99 | 72% |
| Returns for 5 years | 41.62 | 68.19 | 61% |
| Returns for 10 years | N/A | 270.18 | - |
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