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HBGIX vs VSMPX
HBGIX vs VSMPX Comparison
Open Charts HBGIX vs VSMPX
Hartford Disciplined Equity HLS IB
Price$22.21
Change+$0.13 (+0.59%)
VolumeN/A
Net Assets2.96B
Vanguard Total Stock Mkt Idx Instl Pls
Price$297.05
Change+$0.99 (+0.33%)
VolumeN/A
Net Assets2.05T
HBGIX vs VSMPX Comparison Chart in %
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HBGIX vs. VSMPX 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 VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. HBGIX (2.96B). VSMPX pays higher dividends than HBGIX: VSMPX (1.12) vs HBGIX (0.27). HBGIX was incepted earlier than VSMPX: HBGIX (27 years) vs VSMPX (11 years). HBGIX (0.84) is less costly to investors than VSMPX (0.02). HBGIX is a more actively managed with annual turnover of: 27.00 vs. VSMPX (2.00). HBGIX has a lower initial minimum investment than VSMPX: HBGIX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 10.81 vs. HBGIX (-1.13). VSMPX return over 5 years is better than : 77.71 vs. HBGIX (38.74).
| HBGIX | VSMPX | HBGIX / VSMPX | |
| Total Expense Ratio | 0.84 | 0.02 | 4,200% |
| Annual Report Gross Expense Ratio | 0.84 | 0.02 | 4,200% |
| Fund Existence | 27 years | 11 years | - |
| Gain YTD | -0.142 | 11.974 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.96B | 2.05T | 0% |
| Annual Yield % from dividends | 0.27 | 1.12 | 24% |
| Returns for 1 year | -1.13 | 10.81 | -10% |
| Returns for 3 years | 39.80 | 63.91 | 62% |
| Returns for 5 years | 38.74 | 77.71 | 50% |
| Returns for 10 years | 48.45 | 204.47 | 24% |
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