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HBGIX vs VTSAX
HBGIX vs VTSAX Comparison
Open Charts HBGIX vs VTSAX
Hartford Disciplined Equity HLS IB
Price$23.42
Change+$0.21 (+0.90%)
VolumeN/A
Net Assets2.97B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
HBGIX vs VTSAX Comparison Chart in %
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HBGIX vs. VTSAX commentary
Jul 06, 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: 1.82T vs. HBGIX (2.97B). VTSAX pays higher dividends than HBGIX: VTSAX (1.21) vs HBGIX (0.32). 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 : 13.89 vs. HBGIX (7.36). VTSAX return over 5 years is better than : 95.62 vs. HBGIX (57.62).
| 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 | 5.877 | 6.416 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.97B | 1.82T | 0% |
| Annual Yield % from dividends | 0.32 | 1.21 | 26% |
| Returns for 1 year | 7.36 | 13.89 | 53% |
| Returns for 3 years | 45.66 | 62.12 | 74% |
| Returns for 5 years | 57.62 | 95.62 | 60% |
| Returns for 10 years | 12.44 | 198.69 | 6% |