Ad is loading...
HBGIX vs VSMPX
HBGIX vs VSMPX Comparison
Open Charts HBGIX vs VSMPX
Hartford Disciplined Equity HLS IB
Price$21.26
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets2.75B
Vanguard Total Stock Mkt Idx Instl Pls
Price$253.89
Change-$0.15 (-0.06%)
VolumeN/A
Net Assets1.72T
HBGIX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBGIX vs. VSMPX commentary
May 11, 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: 1.72T vs. HBGIX (2.75B). VSMPX pays higher dividends than HBGIX: VSMPX (1.37) vs HBGIX (0.35). 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 : 8.03 vs. HBGIX (3.25). VSMPX return over 5 years is better than : 89.37 vs. HBGIX (53.16).
| 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 | -3.752 | -3.953 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.75B | 1.72T | 0% |
| Annual Yield % from dividends | 0.35 | 1.37 | 25% |
| Returns for 1 year | 3.25 | 8.03 | 41% |
| Returns for 3 years | 28.10 | 40.22 | 70% |
| Returns for 5 years | 53.16 | 89.37 | 59% |
| Returns for 10 years | 2.73 | 157.53 | 2% |
View a ticker or compare two or three
VS
VS
Ad is loading...