Ad is loading...
HBGIX vs VITSX
HBGIX vs VITSX Comparison
Open Charts HBGIX vs VITSX
Hartford Disciplined Equity HLS IB
Price$21.69
Change+$0.08 (+0.37%)
VolumeN/A
Net Assets2.85B
Vanguard Total Stock Market Idx I
Price$137.99
Change+$0.72 (+0.52%)
VolumeN/A
Net Assets1.81T
HBGIX vs VITSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBGIX vs. VITSX commentary
Mar 10, 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 VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.81T vs. HBGIX (2.85B). VITSX pays higher dividends than HBGIX: VITSX (1.25) vs HBGIX (0.33). HBGIX was incepted earlier than VITSX: HBGIX (27 years) vs VITSX (28 years). HBGIX (0.84) is less costly to investors than VITSX (0.03). HBGIX is a more actively managed with annual turnover of: 27.00 vs. VITSX (2.00). HBGIX has a lower initial minimum investment than VITSX: HBGIX (0) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 10.84 vs. HBGIX (7.16). VITSX return over 5 years is better than : 88.82 vs. HBGIX (51.15).
| HBGIX | VITSX | HBGIX / VITSX | |
| Total Expense Ratio | 0.84 | 0.03 | 2,800% |
| Annual Report Gross Expense Ratio | 0.84 | 0.03 | 2,800% |
| Fund Existence | 27 years | 28 years | - |
| Gain YTD | -1.944 | -2.169 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.85B | 1.81T | 0% |
| Annual Yield % from dividends | 0.33 | 1.25 | 26% |
| Returns for 1 year | 7.16 | 10.84 | 66% |
| Returns for 3 years | 25.54 | 35.25 | 72% |
| Returns for 5 years | 51.15 | 88.82 | 58% |
| Returns for 10 years | 7.66 | 177.51 | 4% |
View a ticker or compare two or three
VS
VS
Ad is loading...