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HBGIX vs VSTSX
HBGIX vs VSTSX Comparison
Open Charts HBGIX vs VSTSX
Hartford Disciplined Equity HLS IB
Price$21.26
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets2.75B
Vanguard Total Stock Mkt Idx Instl Sel
Price$266.48
Change-$0.16 (-0.06%)
VolumeN/A
Net Assets1.72T
HBGIX vs VSTSX Comparison Chart
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HBGIX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.72T vs. HBGIX (2.75B). VSTSX pays higher dividends than HBGIX: VSTSX (1.38) vs HBGIX (0.35). 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 : 8.04 vs. HBGIX (3.25). VSTSX return over 5 years is better than : 89.42 vs. HBGIX (53.16).
| 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 | -3.752 | -3.952 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.75B | 1.72T | 0% |
| Annual Yield % from dividends | 0.35 | 1.38 | 25% |
| Returns for 1 year | 3.25 | 8.04 | 40% |
| Returns for 3 years | 28.10 | 40.26 | 70% |
| Returns for 5 years | 53.16 | 89.42 | 59% |
| Returns for 10 years | 2.73 | N/A | - |
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