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HSMAX vs VISVX
HSMAX vs VISVX Comparison
Open Charts HSMAX vs VISVX
Hartford Small Cap Value A
Price$12.26
Change-$0.11 (-0.89%)
VolumeN/A
Net Assets180.21M
Vanguard Small Cap Value Index I
Price$48.67
Change-$0.33 (-0.67%)
VolumeN/A
Net Assets56.44B
HSMAX vs VISVX Comparison Chart in %
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HSMAX vs. VISVX commentary
Aug 17, 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 Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. HSMAX (180M). VISVX pays higher dividends than HSMAX: VISVX (1.95) vs HSMAX (1.41). HSMAX was incepted earlier than VISVX: HSMAX (21 years) vs VISVX (27 years). HSMAX (1.33) 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 : 6.61 vs. HSMAX (0.61). VISVX return over 5 years is better than : 76.46 vs. HSMAX (51.08).
| HSMAX | VISVX | HSMAX / VISVX | |
| Total Expense Ratio | 1.31 | 0.19 | 689% |
| Annual Report Gross Expense Ratio | 1.33 | 0.19 | 700% |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | -3.312 | 2.657 | -125% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 56.4B | 0% |
| Annual Yield % from dividends | 1.41 | 1.95 | 72% |
| Returns for 1 year | 0.61 | 6.61 | 9% |
| Returns for 3 years | 5.38 | 19.23 | 28% |
| Returns for 5 years | 51.08 | 76.46 | 67% |
| Returns for 10 years | 1.84 | 99.26 | 2% |
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