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HBGIX vs VSMPX
HBGIX vs VSMPX Comparison
Open Charts HBGIX vs VSMPX
Hartford Disciplined Equity HLS IB
Price$22.85
Change+$0.16 (+0.71%)
VolumeN/A
Net Assets3.02B
Vanguard Total Stock Mkt Idx Instl Pls
Price$274.16
Change+$1.65 (+0.61%)
VolumeN/A
Net Assets1.78T
HBGIX vs VSMPX Comparison Chart
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HBGIX vs. VSMPX commentary
Jan 31, 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 StrongBuy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. HBGIX (3.02B). VSMPX pays higher dividends than HBGIX: VSMPX (1.36) vs HBGIX (0.50). HBGIX was incepted earlier than VSMPX: HBGIX (27 years) vs VSMPX (10 years). HBGIX is a more actively managed with annual turnover of: 22.00 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 : 24.51 vs. HBGIX (19.96). VSMPX return over 5 years is better than : 83.13 vs. HBGIX (46.44).
| HBGIX | VSMPX | HBGIX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 10 years | - |
| Gain YTD | 2.577 | 2.997 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.02B | 1.78T | 0% |
| Annual Yield % from dividends | 0.50 | 1.36 | 36% |
| Returns for 1 year | 19.96 | 24.51 | 81% |
| Returns for 3 years | 18.58 | 31.89 | 58% |
| Returns for 5 years | 46.44 | 83.13 | 56% |
| Returns for 10 years | 15.79 | N/A | - |