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HBGIX vs VTSAX
HBGIX vs VTSAX Comparison
Open Charts HBGIX vs VTSAX
Hartford Disciplined Equity HLS IB
Price$21.26
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets2.75B
Vanguard Total Stock Mkt Idx Adm
Price$135.32
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
HBGIX vs VTSAX Comparison Chart
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HBGIX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. HBGIX (2.75B). VTSAX pays higher dividends than HBGIX: VTSAX (1.36) vs HBGIX (0.35). HBGIX was incepted earlier than VTSAX: HBGIX (27 years) vs VTSAX (25 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 : 8.02 vs. HBGIX (3.25). VTSAX return over 5 years is better than : 89.30 vs. HBGIX (53.16).
| 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 | 25 years | - |
| Gain YTD | -3.752 | -3.962 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.75B | 1.72T | 0% |
| Annual Yield % from dividends | 0.35 | 1.36 | 25% |
| Returns for 1 year | 3.25 | 8.02 | 41% |
| Returns for 3 years | 28.10 | 40.17 | 70% |
| Returns for 5 years | 53.16 | 89.30 | 60% |
| Returns for 10 years | 2.73 | 165.99 | 2% |
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