Ad is loading...
HDGBX vs VVIAX
HDGBX vs VVIAX Comparison
Open Charts HDGBX vs VVIAX
Hartford Dividend and Growth HLS IB
Price$22.06
Change-$0.08 (-0.36%)
VolumeN/A
Net Assets3.01B
Vanguard Value Index Adm
Price$63.11
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets190.51B
HDGBX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HDGBX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. HDGBX (3.01B). VVIAX pays higher dividends than HDGBX: VVIAX (2.26) vs HDGBX (1.60). HDGBX was incepted earlier than VVIAX: HDGBX (27 years) vs VVIAX (24 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 (10.00). 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 : 4.76 vs. HDGBX (-2.74). VVIAX return over 5 years is better than : 64.97 vs. HDGBX (27.95).
| 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 | 24 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 | 2.26 | 71% |
| Returns for 1 year | -2.74 | 4.76 | -58% |
| Returns for 3 years | -14.29 | 9.55 | -150% |
| Returns for 5 years | 27.95 | 64.97 | 43% |
| Returns for 10 years | -4.35 | 90.73 | -5% |