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HLSCX vs VTSMX
HLSCX vs VTSMX Comparison
Open Charts HLSCX vs VTSMX
Hartford Disciplined Equity HLS IC
Price$21.65
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets2.75B
Vanguard Total Stock Mkt Idx I
Price$135.29
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
HLSCX vs VTSMX Comparison Chart
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HLSCX vs. VTSMX 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 HLSCX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. HLSCX (2.75B). VTSMX pays higher dividends than HLSCX: VTSMX (1.26) vs HLSCX (0.08). HLSCX was incepted earlier than VTSMX: HLSCX (5 years) vs VTSMX (33 years). HLSCX (1.09) is less costly to investors than VTSMX (0.14). HLSCX is a more actively managed with annual turnover of: 27.00 vs. VTSMX (2.00). HLSCX has a lower initial minimum investment than VTSMX: HLSCX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 8.01 vs. HLSCX (3.07).
| HLSCX | VTSMX | HLSCX / VTSMX | |
| Total Expense Ratio | 1.09 | 0.14 | 779% |
| Annual Report Gross Expense Ratio | 1.09 | 0.14 | 779% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | -3.815 | -3.965 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.75B | 1.72T | 0% |
| Annual Yield % from dividends | 0.08 | 1.26 | 6% |
| Returns for 1 year | 3.07 | 8.01 | 38% |
| Returns for 3 years | 27.41 | 40.15 | 68% |
| Returns for 5 years | N/A | 89.29 | - |
| Returns for 10 years | N/A | 165.40 | - |