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HBGIX vs VTSAX
HBGIX vs VTSAX Comparison
Open Charts HBGIX vs VTSAX
Hartford Disciplined Equity HLS IB
Price$21.70
Change-$0.02 (-0.09%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$136.96
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
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HBGIX vs VTSAX Comparison Chart
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HBGIX vs. VTSAX commentary
Sep 21, 2024
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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. HBGIX (3B). VTSAX pays higher dividends than HBGIX: VTSAX (1.35) vs HBGIX (0.50). HBGIX was incepted earlier than VTSAX: HBGIX (26 years) vs VTSAX (24 years). HBGIX is a more actively managed with annual turnover of: 22.00 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 : 25.89 vs. HBGIX (24.16). VTSAX return over 5 years is better than : 82.99 vs. HBGIX (50.11).
| HBGIX | VTSAX | HBGIX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | 15.476 | 16.921 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3B | 1.72T | 0% |
| Annual Yield % from dividends | 0.50 | 1.35 | 37% |
| Returns for 1 year | 24.16 | 25.89 | 93% |
| Returns for 3 years | 9.85 | 21.34 | 46% |
| Returns for 5 years | 50.11 | 82.99 | 60% |
| Returns for 10 years | 11.83 | 179.72 | 7% |
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