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HDMBX vs VEXRX
HDMBX vs VEXRX Comparison
Open Charts HDMBX vs VEXRX
Hartford Small Company HLS IB
Price$12.75
Change+$1.09 (+9.35%)
VolumeN/A
Net Assets331.63M
HDMBX vs VEXRX Comparison Chart
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HDMBX vs. VEXRX commentary
Apr 11, 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 VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.8B vs. HDMBX (332M). VEXRX pays higher dividends than HDMBX: VEXRX (0.56) vs HDMBX (0.00). HDMBX was incepted earlier than VEXRX: HDMBX (27 years) vs VEXRX (23 years). HDMBX (1.05) is less costly to investors than VEXRX (0.34). HDMBX is a more actively managed with annual turnover of: 41.00 vs. VEXRX (35.00). HDMBX has a lower initial minimum investment than VEXRX: HDMBX (0) vs VEXRX (50000). HDMBX annual gain was more profitable for investors over the last year : -15.51 vs. VEXRX (-21.75). VEXRX return over 5 years is better than : 10.67 vs. HDMBX (-21.90).
| HDMBX | VEXRX | HDMBX / VEXRX | |
| Total Expense Ratio | 1.05 | 0.34 | 309% |
| Annual Report Gross Expense Ratio | 1.05 | 0.34 | 309% |
| Fund Existence | 27 years | 23 years | - |
| Gain YTD | -20.192 | -20.197 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 332M | 19.8B | 2% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | -15.51 | -21.75 | 71% |
| Returns for 3 years | -34.68 | -18.08 | 192% |
| Returns for 5 years | -21.90 | 10.67 | -205% |
| Returns for 10 years | -50.88 | -7.86 | 647% |
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