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HGIIX vs VTSMX
HGIIX vs VTSMX Comparison
Open Charts HGIIX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$118.54
Change-$2.02 (-1.68%)
VolumeN/A
Net Assets1.7T
HGIIX vs VTSMX Comparison Chart
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HGIIX vs. VTSMX commentary
Apr 10, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. HGIIX (9.11B). VTSMX pays higher dividends than HGIIX: VTSMX (1.25) vs HGIIX (0.64). HGIIX was incepted earlier than VTSMX: HGIIX (10 years) vs VTSMX (33 years). HGIIX (0.45) 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 : -3.66 vs. HGIIX (-9.03). VTSMX return over 5 years is better than : 78.40 vs. HGIIX (56.43).
| HGIIX | VTSMX | HGIIX / VTSMX | |
| Total Expense Ratio | 0.45 | 0.14 | 321% |
| Annual Report Gross Expense Ratio | 0.45 | 0.14 | 321% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | -12.884 | -14.472 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.11B | 1.7T | 1% |
| Annual Yield % from dividends | 0.64 | 1.25 | 51% |
| Returns for 1 year | -9.03 | -3.66 | 247% |
| Returns for 3 years | 2.81 | 10.58 | 27% |
| Returns for 5 years | 56.43 | 78.40 | 72% |
| Returns for 10 years | 107.44 | 135.47 | 79% |
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