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HBGIX vs VTSMX
HBGIX vs VTSMX Comparison
Open Charts HBGIX vs VTSMX
Hartford Disciplined Equity HLS IB
Price$22.72
Change+$0.01 (+0.04%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.10
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
HBGIX vs VTSMX Comparison Chart
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HBGIX vs. VTSMX commentary
Nov 14, 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: 1.73T vs. HBGIX (3.08B). VTSMX pays higher dividends than HBGIX: VTSMX (1.26) vs HBGIX (0.50). HBGIX was incepted earlier than VTSMX: HBGIX (26 years) vs VTSMX (33 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 : 33.37 vs. HBGIX (29.68). VTSMX return over 5 years is better than : 87.43 vs. HBGIX (53.50).
| HBGIX | VTSMX | HBGIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | 22.771 | 24.862 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.08B | 1.73T | 0% |
| Annual Yield % from dividends | 0.50 | 1.26 | 39% |
| Returns for 1 year | 29.68 | 33.37 | 89% |
| Returns for 3 years | 10.81 | 22.80 | 47% |
| Returns for 5 years | 53.50 | 87.43 | 61% |
| Returns for 10 years | 16.47 | 193.39 | 9% |