Ad is loading...
HDGBX vs VVIAX
HDGBX vs VVIAX Comparison
Open Charts HDGBX vs VVIAX
Hartford Dividend and Growth HLS IB
Price$23.06
Change+$0.06 (+0.26%)
VolumeN/A
Net Assets3.13B
Vanguard Value Index Adm
Price$65.64
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
HDGBX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HDGBX vs. VVIAX commentary
May 09, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. HDGBX (3.13B). VVIAX pays higher dividends than HDGBX: VVIAX (2.34) vs HDGBX (1.64). HDGBX was incepted earlier than VVIAX: HDGBX (27 years) vs VVIAX (25 years). HDGBX (0.90) is less costly to investors than VVIAX (0.05). HDGBX is a more actively managed with annual turnover of: 31.00 vs. VVIAX (9.00). HDGBX has a lower initial minimum investment than VVIAX: HDGBX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 5.12 vs. HDGBX (-3.05). VVIAX return over 5 years is better than : 72.19 vs. HDGBX (31.91).
| HDGBX | VVIAX | HDGBX / VVIAX | |
| Total Expense Ratio | 0.90 | 0.05 | 1,800% |
| Annual Report Gross Expense Ratio | 0.90 | 0.05 | 1,800% |
| Fund Existence | 27 years | 25 years | - |
| Gain YTD | -0.648 | -0.957 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.13B | 184B | 2% |
| Annual Yield % from dividends | 1.64 | 2.34 | 70% |
| Returns for 1 year | -3.05 | 5.12 | -59% |
| Returns for 3 years | -4.05 | 20.66 | -20% |
| Returns for 5 years | 31.91 | 72.19 | 44% |
| Returns for 10 years | -0.86 | 96.21 | -1% |
View a ticker or compare two or three
VS
VS
Ad is loading...