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HBGIX vs VTSMX
HBGIX vs VTSMX Comparison
Open Charts HBGIX vs VTSMX
Hartford Disciplined Equity HLS IB
Price$21.70
Change-$0.02 (-0.09%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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HBGIX vs VTSMX Comparison Chart
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HBGIX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. HBGIX (3B). VTSMX pays higher dividends than HBGIX: VTSMX (1.26) vs HBGIX (0.50). HBGIX was incepted earlier than VTSMX: HBGIX (26 years) vs VTSMX (32 years). HBGIX is a more actively managed with annual turnover of: 22.00 vs. VTSMX (2.00). HBGIX has a lower initial minimum investment than VTSMX: HBGIX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 25.89 vs. HBGIX (24.16). VTSMX return over 5 years is better than : 82.93 vs. HBGIX (50.11).
| HBGIX | VTSMX | HBGIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 32 years | - |
| Gain YTD | 15.476 | 16.884 | 92% |
| 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 | 1.26 | 39% |
| Returns for 1 year | 24.16 | 25.89 | 93% |
| Returns for 3 years | 9.85 | 21.33 | 46% |
| Returns for 5 years | 50.11 | 82.93 | 60% |
| Returns for 10 years | 11.83 | 178.97 | 7% |
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