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HBSGX vs VEXRX
HBSGX vs VEXRX Comparison
Open Charts HBSGX vs VEXRX
Hartford Small Cap Growth HLS IB
Price$23.71
Change-$0.15 (-0.63%)
VolumeN/A
Net Assets494.31M
HBSGX vs VEXRX Comparison Chart
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HBSGX vs. VEXRX commentary
May 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 HBSGX is a Buy and VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 18.9B vs. HBSGX (494M). VEXRX pays higher dividends than HBSGX: VEXRX (0.57) vs HBSGX (0.11). HBSGX was incepted earlier than VEXRX: HBSGX (23 years) vs VEXRX (24 years). HBSGX (0.89) 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 : -4.62 vs. VEXRX (-8.22). VEXRX return over 5 years is better than : 14.57 vs. HBSGX (-4.58).
| HBSGX | VEXRX | HBSGX / VEXRX | |
| Total Expense Ratio | 0.89 | 0.33 | 270% |
| Annual Report Gross Expense Ratio | 0.89 | 0.33 | 270% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -11.923 | -7.656 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 494M | 18.9B | 3% |
| Annual Yield % from dividends | 0.11 | 0.57 | 19% |
| Returns for 1 year | -4.62 | -8.22 | 56% |
| Returns for 3 years | -2.76 | 9.30 | -30% |
| Returns for 5 years | -4.58 | 14.57 | -31% |
| Returns for 10 years | -16.90 | 8.98 | -188% |
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