Ad is loading...
HBGIX vs VTSMX
HBGIX vs VTSMX Comparison
Open Charts HBGIX vs VTSMX
Hartford Disciplined Equity HLS IB
Price$21.69
Change+$0.08 (+0.37%)
VolumeN/A
Net Assets2.85B
Vanguard Total Stock Mkt Idx I
Price$137.92
Change+$0.72 (+0.52%)
VolumeN/A
Net Assets1.81T
HBGIX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBGIX vs. VTSMX commentary
Mar 10, 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 Hold and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. HBGIX (2.85B). VTSMX pays higher dividends than HBGIX: VTSMX (1.15) 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 : 10.83 vs. HBGIX (7.16). VTSMX return over 5 years is better than : 88.81 vs. HBGIX (51.15).
| 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 | -1.944 | -2.184 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.85B | 1.81T | 0% |
| Annual Yield % from dividends | 0.33 | 1.15 | 28% |
| Returns for 1 year | 7.16 | 10.83 | 66% |
| Returns for 3 years | 25.54 | 35.23 | 72% |
| Returns for 5 years | 51.15 | 88.81 | 58% |
| Returns for 10 years | 7.66 | 176.92 | 4% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RYSEX | 14.30 | 0.14 | +0.99% |
| Royce Small-Cap Special Equity Invmt | |||
| LMGNX | 70.21 | 0.62 | +0.89% |
| ClearBridge International Growth I | |||
| OTGAX | 8.13 | 0.03 | +0.37% |
| OTG Latin America A Shares | |||
| WBELX | 9.45 | 0.02 | +0.21% |
| William Blair Emerging Mkts Ldrs I | |||
| SPFAX | 24.81 | -0.01 | -0.04% |
| PGIM Jennison Focused Growth A | |||