Interact to see
Advertisement
Advertisement
HDMBX vs VEXPX
HDMBX vs VEXPX Comparison
Open Charts HDMBX vs VEXPX
Hartford Small Company HLS IB
Price$14.31
Change+$0.19 (+1.35%)
VolumeN/A
Net Assets394.79M
HDMBX vs VEXPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HDMBX vs. VEXPX commentary
Jun 07, 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 HDMBX is a Buy and VEXPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. HDMBX (395M). VEXPX pays higher dividends than HDMBX: VEXPX (0.42) vs HDMBX (0.00). HDMBX was incepted earlier than VEXPX: HDMBX (27 years) vs VEXPX (58 years). HDMBX (1.05) is less costly to investors than VEXPX (0.44). HDMBX is a more actively managed with annual turnover of: 41.00 vs. VEXPX (35.00). HDMBX has a lower initial minimum investment than VEXPX: HDMBX (0) vs VEXPX (3000). HDMBX annual gain was more profitable for investors over the last year : 3.37 vs. VEXPX (-4.12). VEXPX return over 5 years is better than : 6.54 vs. HDMBX (-27.07).
| HDMBX | VEXPX | HDMBX / VEXPX | |
| Total Expense Ratio | 1.05 | 0.44 | 239% |
| Annual Report Gross Expense Ratio | 1.05 | 0.44 | 239% |
| Fund Existence | 27 years | 58 years | - |
| Gain YTD | -3.354 | -3.958 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 395M | 19.4B | 2% |
| Annual Yield % from dividends | 0.00 | 0.42 | - |
| Returns for 1 year | 3.37 | -4.12 | -82% |
| Returns for 3 years | -11.97 | 4.73 | -253% |
| Returns for 5 years | -27.07 | 6.54 | -414% |
| Returns for 10 years | -39.97 | 12.05 | -332% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement