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HSMAX vs VISVX
HSMAX vs VISVX Comparison
Open Charts HSMAX vs VISVX
Hartford Small Cap Value A
Price$11.38
Change-$0.07 (-0.61%)
VolumeN/A
Net Assets122.19M
Vanguard Small Cap Value Index I
Price$43.86
Change-$0.64 (-1.44%)
VolumeN/A
Net Assets57.63B
HSMAX vs VISVX Comparison Chart
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HSMAX vs. VISVX commentary
Mar 14, 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 HSMAX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. HSMAX (122M). VISVX pays higher dividends than HSMAX: VISVX (1.86) vs HSMAX (1.36). HSMAX was incepted earlier than VISVX: HSMAX (20 years) vs VISVX (27 years). HSMAX (1.32) is less costly to investors than VISVX (0.19). HSMAX is a more actively managed with annual turnover of: 46.00 vs. VISVX (16.00). HSMAX has a lower initial minimum investment than VISVX: HSMAX (2000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 0.88 vs. HSMAX (0.65). VISVX return over 5 years is better than : 93.77 vs. HSMAX (75.04).
| HSMAX | VISVX | HSMAX / VISVX | |
| Total Expense Ratio | 1.30 | 0.19 | 684% |
| Annual Report Gross Expense Ratio | 1.32 | 0.19 | 695% |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | -9.306 | -6.100 | 153% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 57.6B | 0% |
| Annual Yield % from dividends | 1.36 | 1.86 | 73% |
| Returns for 1 year | 0.65 | 0.88 | 74% |
| Returns for 3 years | -1.07 | 11.33 | -9% |
| Returns for 5 years | 75.04 | 93.77 | 80% |
| Returns for 10 years | -6.65 | 81.58 | -8% |
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