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HBGIX vs VTSMX
HBGIX vs VTSMX Comparison
Open Charts HBGIX vs VTSMX
Hartford Disciplined Equity HLS IB
Price$22.85
Change+$0.16 (+0.71%)
VolumeN/A
Net Assets3.02B
Vanguard Total Stock Mkt Idx I
Price$146.10
Change+$0.89 (+0.61%)
VolumeN/A
Net Assets1.78T
HBGIX vs VTSMX Comparison Chart
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HBGIX vs. VTSMX commentary
Jan 31, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. HBGIX (3.02B). VTSMX pays higher dividends than HBGIX: VTSMX (1.26) vs HBGIX (0.50). HBGIX was incepted earlier than VTSMX: HBGIX (27 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 : 24.48 vs. HBGIX (19.96). VTSMX return over 5 years is better than : 83.05 vs. HBGIX (46.44).
| HBGIX | VTSMX | HBGIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | 2.577 | 2.986 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.02B | 1.78T | 0% |
| Annual Yield % from dividends | 0.50 | 1.26 | 39% |
| Returns for 1 year | 19.96 | 24.48 | 82% |
| Returns for 3 years | 18.58 | 31.83 | 58% |
| Returns for 5 years | 46.44 | 83.05 | 56% |
| Returns for 10 years | 15.79 | 196.61 | 8% |
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