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HDMBX vs VEXRX
HDMBX vs VEXRX Comparison
Open Charts HDMBX vs VEXRX
Hartford Small Company HLS IB
Price$13.34
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets377.36M
HDMBX vs VEXRX Comparison Chart
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HDMBX vs. VEXRX commentary
May 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: 18.9B vs. HDMBX (377M). VEXRX pays higher dividends than HDMBX: VEXRX (0.57) vs HDMBX (0.00). HDMBX was incepted earlier than VEXRX: HDMBX (27 years) vs VEXRX (24 years). HDMBX (1.05) is less costly to investors than VEXRX (0.33). 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 : -1.33 vs. VEXRX (-8.48). VEXRX return over 5 years is better than : 14.25 vs. HDMBX (-21.62).
| HDMBX | VEXRX | HDMBX / VEXRX | |
| Total Expense Ratio | 1.05 | 0.33 | 318% |
| Annual Report Gross Expense Ratio | 1.05 | 0.33 | 318% |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | -8.693 | -7.918 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 377M | 18.9B | 2% |
| Annual Yield % from dividends | 0.00 | 0.57 | - |
| Returns for 1 year | -1.33 | -8.48 | 16% |
| Returns for 3 years | -9.56 | 8.98 | -106% |
| Returns for 5 years | -21.62 | 14.25 | -152% |
| Returns for 10 years | -42.03 | 8.67 | -485% |
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