Interact to see
Advertisement
Advertisement
HGIIX vs VTSMX
HGIIX vs VTSMX Comparison
Open Charts HGIIX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$139.56
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.72T
HGIIX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HGIIX vs. VTSMX commentary
May 23, 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 HGIIX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. HGIIX (10.5B). VTSMX pays higher dividends than HGIIX: VTSMX (1.26) vs HGIIX (0.64). HGIIX was incepted earlier than VTSMX: HGIIX (10 years) vs VTSMX (33 years). HGIIX (0.46) is less costly to investors than VTSMX (0.14). HGIIX is a more actively managed with annual turnover of: 27.00 vs. VTSMX (2.00). HGIIX has a lower initial minimum investment than VTSMX: HGIIX (2000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 11.08 vs. HGIIX (2.59). VTSMX return over 5 years is better than : 96.32 vs. HGIIX (72.47).
| HGIIX | VTSMX | HGIIX / VTSMX | |
| Total Expense Ratio | 0.45 | 0.14 | 321% |
| Annual Report Gross Expense Ratio | 0.46 | 0.14 | 329% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 0.777 | 0.767 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 1.72T | 1% |
| Annual Yield % from dividends | 0.64 | 1.26 | 51% |
| Returns for 1 year | 2.59 | 11.08 | 23% |
| Returns for 3 years | 36.13 | 49.86 | 72% |
| Returns for 5 years | 72.47 | 96.32 | 75% |
| Returns for 10 years | 137.15 | 174.58 | 79% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement