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HDGBX vs VIVAX
HDGBX vs VIVAX Comparison
Open Charts HDGBX vs VIVAX
Hartford Dividend and Growth HLS IB
Price$24.75
Change+$0.13 (+0.53%)
VolumeN/A
Net Assets3.31B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
HDGBX vs VIVAX Comparison Chart in %
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HDGBX vs. VIVAX commentary
Jul 06, 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: 189B vs. HDGBX (3.31B). VIVAX pays higher dividends than HDGBX: VIVAX (2.06) vs HDGBX (1.54). 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 : 12.04 vs. HDGBX (2.80). VIVAX return over 5 years is better than : 80.14 vs. HDGBX (36.05).
| 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 | 6.911 | 6.209 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.31B | 189B | 2% |
| Annual Yield % from dividends | 1.54 | 2.06 | 75% |
| Returns for 1 year | 2.80 | 12.04 | 23% |
| Returns for 3 years | 6.96 | 35.16 | 20% |
| Returns for 5 years | 36.05 | 80.14 | 45% |
| Returns for 10 years | 9.35 | 115.74 | 8% |
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