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HDGBX vs VIVAX
HDGBX vs VIVAX Comparison
Open Charts HDGBX vs VIVAX
Hartford Dividend and Growth HLS IB
Price$23.45
Change-$0.37 (-1.55%)
VolumeN/A
Net Assets3.22B
Vanguard Value Index I
Price$66.29
Change-$1.22 (-1.81%)
VolumeN/A
Net Assets183.65B
HDGBX vs VIVAX Comparison Chart
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HDGBX vs. VIVAX commentary
May 22, 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 HDGBX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. HDGBX (3.22B). VIVAX pays higher dividends than HDGBX: VIVAX (2.22) vs HDGBX (1.64). HDGBX was incepted earlier than VIVAX: HDGBX (27 years) vs VIVAX (33 years). HDGBX (0.91) is less costly to investors than VIVAX (0.17). HDGBX is a more actively managed with annual turnover of: 31.00 vs. VIVAX (9.00). HDGBX has a lower initial minimum investment than VIVAX: HDGBX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 6.24 vs. HDGBX (-2.11). VIVAX return over 5 years is better than : 78.41 vs. HDGBX (36.24).
| HDGBX | VIVAX | HDGBX / VIVAX | |
| Total Expense Ratio | 0.91 | 0.17 | 535% |
| Annual Report Gross Expense Ratio | 0.91 | 0.17 | 535% |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | 2.894 | 2.222 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.22B | 184B | 2% |
| Annual Yield % from dividends | 1.64 | 2.22 | 74% |
| Returns for 1 year | -2.11 | 6.24 | -34% |
| Returns for 3 years | 0.70 | 26.44 | 3% |
| Returns for 5 years | 36.24 | 78.41 | 46% |
| Returns for 10 years | 2.03 | 100.98 | 2% |
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