Ad is loading...
HBGIX vs VTSAX
HBGIX vs VTSAX Comparison
Open Charts HBGIX vs VTSAX
Hartford Disciplined Equity HLS IB
Price$20.08
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets2.61B
Vanguard Total Stock Mkt Idx Adm
Price$125.97
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
HBGIX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBGIX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. HBGIX (2.61B). VTSAX pays higher dividends than HBGIX: VTSAX (1.35) vs HBGIX (0.34). HBGIX was incepted earlier than VTSAX: HBGIX (27 years) vs VTSAX (24 years). HBGIX (0.84) is less costly to investors than VTSAX (0.04). HBGIX is a more actively managed with annual turnover of: 27.00 vs. VTSAX (2.00). HBGIX has a lower initial minimum investment than VTSAX: HBGIX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 4.59 vs. HBGIX (0.84). VTSAX return over 5 years is better than : 81.37 vs. HBGIX (46.10).
| HBGIX | VTSAX | HBGIX / VTSAX | |
| Total Expense Ratio | 0.84 | 0.04 | 2,100% |
| Annual Report Gross Expense Ratio | 0.84 | 0.04 | 2,100% |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | -9.222 | -10.650 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.61B | 1.7T | 0% |
| Annual Yield % from dividends | 0.34 | 1.35 | 25% |
| Returns for 1 year | 0.84 | 4.59 | 18% |
| Returns for 3 years | 10.08 | 17.81 | 57% |
| Returns for 5 years | 46.10 | 81.37 | 57% |
| Returns for 10 years | -2.85 | 146.77 | -2% |
View a ticker or compare two or three
VS
VS
Ad is loading...