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HIAGX vs VTSMX
HIAGX vs VTSMX Comparison
Open Charts HIAGX vs VTSMX
Hartford Disciplined Equity HLS IA
Price$22.89
Change+$0.20 (+0.88%)
VolumeN/A
Net Assets3B
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
HIAGX vs VTSMX Comparison Chart
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HIAGX vs. VTSMX commentary
Jan 19, 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 HIAGX is a StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. HIAGX (3B). VTSMX pays higher dividends than HIAGX: VTSMX (1.26) vs HIAGX (0.70). HIAGX was incepted earlier than VTSMX: HIAGX (27 years) vs VTSMX (33 years). HIAGX is a more actively managed with annual turnover of: 22.00 vs. VTSMX (2.00). HIAGX has a lower initial minimum investment than VTSMX: HIAGX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 25.24 vs. HIAGX (21.30). VTSMX return over 5 years is better than : 76.07 vs. HIAGX (43.44).
| HIAGX | VTSMX | HIAGX / 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 | 1.553 | 2.241 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3B | 1.78T | 0% |
| Annual Yield % from dividends | 0.70 | 1.26 | 55% |
| Returns for 1 year | 21.30 | 25.24 | 84% |
| Returns for 3 years | 17.48 | 28.94 | 60% |
| Returns for 5 years | 43.44 | 76.07 | 57% |
| Returns for 10 years | 18.64 | 194.99 | 10% |
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