HSMAX
Price
$12.33
Change
+$0.04 (+0.33%)
Updated
Jul 25 closing price
Net Assets
181.68M
VISVX
Price
$48.77
Change
+$0.25 (+0.52%)
Updated
Jul 25 closing price
Net Assets
55.61B
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HSMAX vs VISVX

Header iconHSMAX vs VISVX Comparison
Open Charts HSMAX vs VISVXBanner chart's image
Hartford Small Cap Value A
Price$12.33
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets181.68M
Vanguard Small Cap Value Index I
Price$48.77
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets55.61B
HSMAX vs VISVX Comparison Chart in %
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HSMAX vs. VISVX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. HSMAX (182M). VISVX pays higher dividends than HSMAX: VISVX (1.99) vs HSMAX (1.43). 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 : 5.54 vs. HSMAX (-0.82). VISVX return over 5 years is better than : 88.78 vs. HSMAX (64.93).
HSMAXVISVXHSMAX / VISVX
Total Expense Ratio1.310.19689%
Annual Report Gross Expense Ratio1.330.19700%
Fund Existence21 years27 years-
Gain YTD-2.7602.868-96%
Front Load6%N/A-
Min. Initial Investment2000300067%
Min. Initial Investment IRAN/AN/A-
Net Assets182M55.6B0%
Annual Yield % from dividends1.431.9972%
Returns for 1 year-0.825.54-15%
Returns for 3 years14.3830.9946%
Returns for 5 years64.9388.7873%
Returns for 10 years1.71102.362%
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