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HLSCX vs VTSMX
HLSCX vs VTSMX Comparison
Open Charts HLSCX vs VTSMX
Hartford Disciplined Equity HLS IC
Price$20.45
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets2.61B
Vanguard Total Stock Mkt Idx I
Price$125.95
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
HLSCX vs VTSMX Comparison Chart
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HLSCX vs. VTSMX commentary
Apr 18, 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: 1.7T vs. HLSCX (2.62B). VTSMX pays higher dividends than HLSCX: VTSMX (1.25) 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 : 4.35 vs. HLSCX (0.81).
| 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 | -9.139 | -10.853 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.62B | 1.7T | 0% |
| Annual Yield % from dividends | 0.08 | 1.25 | 6% |
| Returns for 1 year | 0.81 | 4.35 | 19% |
| Returns for 3 years | 9.63 | 17.53 | 55% |
| Returns for 5 years | N/A | 80.93 | - |
| Returns for 10 years | N/A | 145.67 | - |
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