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HBGIX vs VTSMX
HBGIX vs VTSMX Comparison
Open Charts HBGIX vs VTSMX
Hartford Disciplined Equity HLS IB
Price$20.08
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets2.61B
Vanguard Total Stock Mkt Idx I
Price$125.95
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
HBGIX vs VTSMX Comparison Chart
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HBGIX vs. VTSMX commentary
Apr 19, 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: 1.7T vs. HBGIX (2.61B). VTSMX pays higher dividends than HBGIX: VTSMX (1.25) vs HBGIX (0.34). 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 : 4.59 vs. HBGIX (0.84). VTSMX return over 5 years is better than : 81.35 vs. HBGIX (46.10).
| 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 | -9.222 | -10.648 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.61B | 1.7T | 0% |
| Annual Yield % from dividends | 0.34 | 1.25 | 27% |
| Returns for 1 year | 0.84 | 4.59 | 18% |
| Returns for 3 years | 10.08 | 17.80 | 57% |
| Returns for 5 years | 46.10 | 81.35 | 57% |
| Returns for 10 years | -2.85 | 146.23 | -2% |