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HDGBX vs VIVAX
HDGBX vs VIVAX Comparison
Open Charts HDGBX vs VIVAX
Hartford Dividend and Growth HLS IB
Price$22.06
Change-$0.08 (-0.36%)
VolumeN/A
Net Assets3.01B
Vanguard Value Index I
Price$63.13
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets190.51B
HDGBX vs VIVAX Comparison Chart
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HDGBX vs. VIVAX commentary
Apr 19, 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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. HDGBX (3.01B). VIVAX pays higher dividends than HDGBX: VIVAX (2.14) vs HDGBX (1.60). HDGBX was incepted earlier than VIVAX: HDGBX (27 years) vs VIVAX (32 years). HDGBX (0.90) is less costly to investors than VIVAX (0.17). HDGBX is a more actively managed with annual turnover of: 31.00 vs. VIVAX (10.00). 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 : 4.75 vs. HDGBX (-2.74). VIVAX return over 5 years is better than : 64.96 vs. HDGBX (27.95).
| HDGBX | VIVAX | HDGBX / VIVAX | |
| Total Expense Ratio | 0.90 | 0.17 | 529% |
| Annual Report Gross Expense Ratio | 0.90 | 0.17 | 529% |
| Fund Existence | 27 years | 32 years | - |
| Gain YTD | -4.708 | -4.410 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.01B | 191B | 2% |
| Annual Yield % from dividends | 1.60 | 2.14 | 75% |
| Returns for 1 year | -2.74 | 4.75 | -58% |
| Returns for 3 years | -14.29 | 9.56 | -150% |
| Returns for 5 years | 27.95 | 64.96 | 43% |
| Returns for 10 years | -4.35 | 90.77 | -5% |