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HGIYX vs VTSMX
HGIYX vs VTSMX Comparison
Open Charts HGIYX vs VTSMX
Hartford Core Equity Y
Price$57.88
Change-$0.81 (-1.38%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
HGIYX vs VTSMX Comparison Chart
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HGIYX vs. VTSMX commentary
Nov 18, 2024
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 HGIYX is a Buy and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. HGIYX (10.8B). VTSMX pays higher dividends than HGIYX: VTSMX (1.26) vs HGIYX (0.89). HGIYX was incepted earlier than VTSMX: HGIYX (27 years) vs VTSMX (33 years). HGIYX is a more actively managed with annual turnover of: 19.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than HGIYX: VTSMX (3000) vs HGIYX (250000). VTSMX (30.52) and HGIYX (29.32) have marching annual gain over last year. VTSMX return over 5 years is better than : 83.72 vs. HGIYX (72.81).
| HGIYX | VTSMX | HGIYX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | 25.038 | 22.392 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8B | 1.73T | 1% |
| Annual Yield % from dividends | 0.89 | 1.26 | 70% |
| Returns for 1 year | 29.32 | 30.52 | 96% |
| Returns for 3 years | 16.04 | 19.91 | 81% |
| Returns for 5 years | 72.81 | 83.72 | 87% |
| Returns for 10 years | 171.91 | 186.07 | 92% |