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HBGIX vs VTSAX
HBGIX vs VTSAX Comparison
Open Charts HBGIX vs VTSAX
Hartford Disciplined Equity HLS IB
Price$21.69
Change+$0.08 (+0.37%)
VolumeN/A
Net Assets2.85B
Vanguard Total Stock Mkt Idx Adm
Price$137.97
Change+$0.73 (+0.53%)
VolumeN/A
Net Assets1.81T
HBGIX vs VTSAX Comparison Chart
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HBGIX vs. VTSAX commentary
Mar 10, 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 Hold and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. HBGIX (2.85B). VTSAX pays higher dividends than HBGIX: VTSAX (1.25) vs HBGIX (0.33). 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 : 10.84 vs. HBGIX (7.16). VTSAX return over 5 years is better than : 88.84 vs. HBGIX (51.15).
| 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 | -1.944 | -2.170 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.85B | 1.81T | 0% |
| Annual Yield % from dividends | 0.33 | 1.25 | 26% |
| Returns for 1 year | 7.16 | 10.84 | 66% |
| Returns for 3 years | 25.54 | 35.24 | 72% |
| Returns for 5 years | 51.15 | 88.84 | 58% |
| Returns for 10 years | 7.66 | 177.51 | 4% |
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