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HBGIX vs VSTSX
HBGIX vs VSTSX Comparison
Open Charts HBGIX vs VSTSX
Hartford Disciplined Equity HLS IB
Price$20.08
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets2.61B
Vanguard Total Stock Mkt Idx Instl Sel
Price$248.07
Change+$0.58 (+0.23%)
VolumeN/A
Net Assets1.7T
HBGIX vs VSTSX Comparison Chart
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HBGIX vs. VSTSX commentary
Apr 19, 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.7T vs. HBGIX (2.61B). VSTSX pays higher dividends than HBGIX: VSTSX (1.37) vs HBGIX (0.34). HBGIX was incepted earlier than VSTSX: HBGIX (27 years) vs VSTSX (9 years). HBGIX (0.84) is less costly to investors than VSTSX (0.01). HBGIX is a more actively managed with annual turnover of: 27.00 vs. VSTSX (2.00). HBGIX has a lower initial minimum investment than VSTSX: HBGIX (0) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 4.62 vs. HBGIX (0.84). VSTSX return over 5 years is better than : 81.50 vs. HBGIX (46.10).
| HBGIX | VSTSX | HBGIX / VSTSX | |
| Total Expense Ratio | 0.84 | 0.01 | 8,400% |
| Annual Report Gross Expense Ratio | 0.84 | 0.01 | 8,400% |
| Fund Existence | 27 years | 9 years | - |
| Gain YTD | -9.222 | -10.641 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.61B | 1.7T | 0% |
| Annual Yield % from dividends | 0.34 | 1.37 | 25% |
| Returns for 1 year | 0.84 | 4.62 | 18% |
| Returns for 3 years | 10.08 | 17.89 | 56% |
| Returns for 5 years | 46.10 | 81.50 | 57% |
| Returns for 10 years | -2.85 | N/A | - |
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