HBGIX
Price
$23.42
Change
+$0.21 (+0.90%)
Updated
Jul 3 closing price
Net Assets
2.97B
VSMPX
Price
$281.45
Change
+$2.40 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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HBGIX vs VSMPX

Header iconHBGIX vs VSMPX Comparison
Open Charts HBGIX vs VSMPXBanner chart's image
Hartford Disciplined Equity HLS IB
Price$23.42
Change+$0.21 (+0.90%)
VolumeN/A
Net Assets2.97B
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
HBGIX vs VSMPX Comparison Chart in %
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VS
HBGIX vs. VSMPX commentary
Jul 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.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. HBGIX (2.97B). VSMPX pays higher dividends than HBGIX: VSMPX (1.22) vs HBGIX (0.32). 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 : 13.90 vs. HBGIX (7.36). VSMPX return over 5 years is better than : 95.69 vs. HBGIX (57.62).
HBGIXVSMPXHBGIX / VSMPX
Total Expense Ratio0.840.024,200%
Annual Report Gross Expense Ratio0.840.024,200%
Fund Existence27 years10 years-
Gain YTD5.8776.42691%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.97B1.82T0%
Annual Yield % from dividends0.321.2226%
Returns for 1 year7.3613.9053%
Returns for 3 years45.6662.1773%
Returns for 5 years57.6295.6960%
Returns for 10 years12.44189.217%
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