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HBGIX vs VSMPX
HBGIX vs VSMPX Comparison
Open Charts HBGIX vs VSMPX
Hartford Disciplined Equity HLS IB
Price$21.89
Change+$0.22 (+1.02%)
VolumeN/A
Net Assets3.01B
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.42
Change+$2.56 (+0.88%)
VolumeN/A
Net Assets1.95T
HBGIX vs VSMPX Comparison Chart in %
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HBGIX vs. VSMPX 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. HBGIX (3.01B). VSMPX pays higher dividends than HBGIX: VSMPX (1.17) vs HBGIX (0.28). HBGIX was incepted earlier than VSMPX: HBGIX (27 years) vs VSMPX (10 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 : 16.86 vs. HBGIX (4.51). VSMPX return over 5 years is better than : 83.77 vs. HBGIX (44.84).
| 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 | 10 years | - |
| Gain YTD | -1.002 | 9.606 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.01B | 1.95T | 0% |
| Annual Yield % from dividends | 0.28 | 1.17 | 24% |
| Returns for 1 year | 4.51 | 16.86 | 27% |
| Returns for 3 years | 40.53 | 61.85 | 66% |
| Returns for 5 years | 44.84 | 83.77 | 54% |
| Returns for 10 years | 54.48 | 220.14 | 25% |
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