HBGIX
Price
$23.87
Change
+$0.09 (+0.38%)
Updated
Jul 25 closing price
Net Assets
3B
VTSMX
Price
$152.62
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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HBGIX vs VTSMX

Header iconHBGIX vs VTSMX Comparison
Open Charts HBGIX vs VTSMXBanner chart's image
Hartford Disciplined Equity HLS IB
Price$23.87
Change+$0.09 (+0.38%)
VolumeN/A
Net Assets3B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
HBGIX vs VTSMX Comparison Chart in %
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HBGIX vs. VTSMX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. HBGIX (3B). VTSMX pays higher dividends than HBGIX: VTSMX (1.12) vs HBGIX (0.32). 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 : 17.75 vs. HBGIX (12.45). VTSMX return over 5 years is better than : 93.51 vs. HBGIX (55.93).
HBGIXVTSMXHBGIX / VTSMX
Total Expense Ratio0.840.14600%
Annual Report Gross Expense Ratio0.840.14600%
Fund Existence27 years33 years-
Gain YTD7.9118.28795%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets3B1.91T0%
Annual Yield % from dividends0.321.1228%
Returns for 1 year12.4517.7570%
Returns for 3 years45.0960.6074%
Returns for 5 years55.9393.5160%
Returns for 10 years12.60200.976%
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