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HBGIX vs VTSMX
HBGIX vs VTSMX Comparison
Open Charts HBGIX vs VTSMX
Hartford Disciplined Equity HLS IB
Price$22.30
Change-$0.04 (-0.18%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$142.64
Change+$1.57 (+1.11%)
VolumeN/A
CapitalizationN/A
HBGIX vs VTSMX Comparison Chart
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HBGIX vs. VTSMX commentary
Dec 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. HBGIX (2.98B). 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 : 24.23 vs. HBGIX (21.49). VTSMX return over 5 years is better than : 79.24 vs. HBGIX (44.68).
| 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 | 20.823 | 23.596 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.98B | 1.84T | 0% |
| Annual Yield % from dividends | 0.50 | 1.26 | 39% |
| Returns for 1 year | 21.49 | 24.23 | 89% |
| Returns for 3 years | 10.26 | 24.14 | 43% |
| Returns for 5 years | 44.68 | 79.24 | 56% |
| Returns for 10 years | 11.37 | 184.08 | 6% |
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