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HBGIX vs VFIAX
HBGIX vs VFIAX Comparison
Open Charts HBGIX vs VFIAX
Hartford Disciplined Equity HLS IB
Price$21.89
Change+$0.22 (+1.02%)
VolumeN/A
Net Assets3.01B
Vanguard 500 Index Admiral
Price$599.48
Change-$1.82 (-0.30%)
VolumeN/A
Net Assets1.37T
HBGIX vs VFIAX Comparison Chart in %
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HBGIX vs. VFIAX commentary
Sep 06, 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 HBGIX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. HBGIX (3.01B). VFIAX pays higher dividends than HBGIX: VFIAX (1.16) vs HBGIX (0.28). HBGIX was incepted earlier than VFIAX: HBGIX (27 years) vs VFIAX (25 years). HBGIX (0.84) is less costly to investors than VFIAX (0.04). HBGIX is a more actively managed with annual turnover of: 27.00 vs. VFIAX (2.00). HBGIX has a lower initial minimum investment than VFIAX: HBGIX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 18.21 vs. HBGIX (4.51). VFIAX return over 5 years is better than : 89.77 vs. HBGIX (44.84).
| HBGIX | VFIAX | HBGIX / VFIAX | |
| Total Expense Ratio | 0.84 | 0.04 | 2,100% |
| Annual Report Gross Expense Ratio | 0.84 | 0.04 | 2,100% |
| Fund Existence | 27 years | 25 years | - |
| Gain YTD | -1.002 | 10.810 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.01B | 1.37T | 0% |
| Annual Yield % from dividends | 0.28 | 1.16 | 24% |
| Returns for 1 year | 4.51 | 18.21 | 25% |
| Returns for 3 years | 40.53 | 66.40 | 61% |
| Returns for 5 years | 44.84 | 89.77 | 50% |
| Returns for 10 years | 54.48 | 230.08 | 24% |
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