Ad is loading...
HBGIX vs VTSAX
HBGIX vs VTSAX Comparison
Open Charts HBGIX vs VTSAX
Hartford Disciplined Equity HLS IB
Price$22.85
Change+$0.16 (+0.71%)
VolumeN/A
Net Assets3.02B
Vanguard Total Stock Mkt Idx Adm
Price$146.13
Change+$0.88 (+0.61%)
VolumeN/A
Net Assets1.78T
HBGIX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBGIX vs. VTSAX commentary
Jan 31, 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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. HBGIX (3.02B). VTSAX pays higher dividends than HBGIX: VTSAX (1.35) vs HBGIX (0.50). HBGIX was incepted earlier than VTSAX: HBGIX (27 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 : 24.49 vs. HBGIX (19.96). VTSAX return over 5 years is better than : 83.08 vs. HBGIX (46.44).
| HBGIX | VTSAX | HBGIX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 2.577 | 2.992 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.02B | 1.78T | 0% |
| Annual Yield % from dividends | 0.50 | 1.35 | 37% |
| Returns for 1 year | 19.96 | 24.49 | 81% |
| Returns for 3 years | 18.58 | 31.85 | 58% |
| Returns for 5 years | 46.44 | 83.08 | 56% |
| Returns for 10 years | 15.79 | 197.28 | 8% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers