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HBGIX vs VTSMX
HBGIX vs VTSMX Comparison
Open Charts HBGIX vs VTSMX
Hartford Disciplined Equity HLS IB
Price$22.34
Change-$0.27 (-1.19%)
VolumeN/A
Net Assets2.85B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
HBGIX vs VTSMX Comparison Chart
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HBGIX vs. VTSMX commentary
Jun 15, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. HBGIX (2.85B). VTSMX pays higher dividends than HBGIX: VTSMX (1.18) vs HBGIX (0.33). HBGIX was incepted earlier than VTSMX: HBGIX (27 years) vs VTSMX (33 years). HBGIX (0.84) is less costly to investors than VTSMX (0.14). HBGIX is a more actively managed with annual turnover of: 27.00 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 : 10.06 vs. HBGIX (3.88). VTSMX return over 5 years is better than : 91.36 vs. HBGIX (54.62).
| HBGIX | VTSMX | HBGIX / VTSMX | |
| Total Expense Ratio | 0.84 | 0.14 | 600% |
| Annual Report Gross Expense Ratio | 0.84 | 0.14 | 600% |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | 0.995 | 1.349 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.85B | 1.82T | 0% |
| Annual Yield % from dividends | 0.33 | 1.18 | 28% |
| Returns for 1 year | 3.88 | 10.06 | 39% |
| Returns for 3 years | 42.60 | 57.59 | 74% |
| Returns for 5 years | 54.62 | 91.36 | 60% |
| Returns for 10 years | 6.72 | 178.92 | 4% |
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