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HBGIX vs VFIAX
HBGIX vs VFIAX Comparison
Open Charts HBGIX vs VFIAX
Hartford Disciplined Equity HLS IB
Price$22.21
Change+$0.13 (+0.59%)
VolumeN/A
Net Assets2.96B
Vanguard 500 Index Admiral
Price$613.90
Change+$2.31 (+0.38%)
VolumeN/A
Net Assets1.46T
HBGIX vs VFIAX Comparison Chart in %
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HBGIX vs. VFIAX commentary
Nov 20, 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 Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.46T vs. HBGIX (2.96B). VFIAX pays higher dividends than HBGIX: VFIAX (1.11) vs HBGIX (0.27). 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 : 11.89 vs. HBGIX (-1.13). VFIAX return over 5 years is better than : 86.13 vs. HBGIX (38.74).
| 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 | -0.142 | 12.722 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.96B | 1.46T | 0% |
| Annual Yield % from dividends | 0.27 | 1.11 | 24% |
| Returns for 1 year | -1.13 | 11.89 | -9% |
| Returns for 3 years | 39.80 | 66.98 | 59% |
| Returns for 5 years | 38.74 | 86.13 | 45% |
| Returns for 10 years | 48.45 | 216.78 | 22% |
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