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HBSGX vs VEXRX
HBSGX vs VEXRX Comparison
Open Charts HBSGX vs VEXRX
Hartford Small Cap Growth HLS IB
Price$25.81
Change+$0.39 (+1.53%)
VolumeN/A
Net Assets517.48M
Vanguard Explorer Adm
Price$105.11
Change+$1.17 (+1.13%)
VolumeN/A
Net Assets19.41B
HBSGX vs VEXRX Comparison Chart in %
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HBSGX vs. VEXRX commentary
Jun 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 HBSGX is a Buy and VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.4B vs. HBSGX (517M). VEXRX pays higher dividends than HBSGX: VEXRX (0.54) vs HBSGX (0.10). HBSGX was incepted earlier than VEXRX: HBSGX (23 years) vs VEXRX (24 years). HBSGX (0.90) is less costly to investors than VEXRX (0.33). HBSGX is a more actively managed with annual turnover of: 69.00 vs. VEXRX (35.00). HBSGX has a lower initial minimum investment than VEXRX: HBSGX (0) vs VEXRX (50000). HBSGX annual gain was more profitable for investors over the last year : 0.73 vs. VEXRX (-1.42). VEXRX return over 5 years is better than : 13.99 vs. HBSGX (-2.92).
| HBSGX | VEXRX | HBSGX / VEXRX | |
| Total Expense Ratio | 0.90 | 0.33 | 273% |
| Annual Report Gross Expense Ratio | 0.90 | 0.33 | 273% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -6.165 | -2.723 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 517M | 19.4B | 3% |
| Annual Yield % from dividends | 0.10 | 0.54 | 19% |
| Returns for 1 year | 0.73 | -1.42 | -51% |
| Returns for 3 years | 1.61 | 14.48 | 11% |
| Returns for 5 years | -2.92 | 13.99 | -21% |
| Returns for 10 years | -13.16 | 14.29 | -92% |
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