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HBSGX vs VEXRX
HBSGX vs VEXRX Comparison
Open Charts HBSGX vs VEXRX
Hartford Small Cap Growth HLS IB
Price$22.03
Change+$0.34 (+1.57%)
VolumeN/A
Net Assets450.78M
HBSGX vs VEXRX Comparison Chart
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HBSGX vs. VEXRX commentary
Apr 12, 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 Hold and VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.8B vs. HBSGX (451M). VEXRX pays higher dividends than HBSGX: VEXRX (0.56) vs HBSGX (0.11). HBSGX was incepted earlier than VEXRX: HBSGX (23 years) vs VEXRX (23 years). HBSGX (0.89) is less costly to investors than VEXRX (0.34). 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 : -13.40 vs. VEXRX (-16.43). VEXRX return over 5 years is better than : 16.37 vs. HBSGX (-4.57).
| HBSGX | VEXRX | HBSGX / VEXRX | |
| Total Expense Ratio | 0.89 | 0.34 | 262% |
| Annual Report Gross Expense Ratio | 0.89 | 0.34 | 262% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | -19.934 | -16.088 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 451M | 19.8B | 2% |
| Annual Yield % from dividends | 0.11 | 0.56 | 19% |
| Returns for 1 year | -13.40 | -16.43 | 82% |
| Returns for 3 years | -24.17 | -13.21 | 183% |
| Returns for 5 years | -4.57 | 16.37 | -28% |
| Returns for 10 years | -26.85 | -2.96 | 906% |
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