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HVEIX vs VTSMX
HVEIX vs VTSMX Comparison
Open Charts HVEIX vs VTSMX
HVIA Equity Institutional
Price$27.12
Change+$0.12 (+0.44%)
VolumeN/A
Net Assets71.18M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
HVEIX vs VTSMX Comparison Chart in %
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HVEIX vs. VTSMX commentary
Jul 27, 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 (71.2M). VTSMX pays higher dividends than HVEIX: VTSMX (1.12) vs HVEIX (0.24). 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 : 17.75 vs. HVEIX (8.79). VTSMX return over 5 years is better than : 93.51 vs. HVEIX (69.29).
| 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 | 8.005 | 8.287 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.2M | 1.91T | 0% |
| Annual Yield % from dividends | 0.24 | 1.12 | 21% |
| Returns for 1 year | 8.79 | 17.75 | 50% |
| Returns for 3 years | 42.43 | 60.60 | 70% |
| Returns for 5 years | 69.29 | 93.51 | 74% |
| Returns for 10 years | N/A | 200.97 | - |
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