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HSMAX vs VISVX
HSMAX vs VISVX Comparison
Open Charts HSMAX vs VISVX
Hartford Small Cap Value A
Price$11.56
Change+$0.15 (+1.31%)
VolumeN/A
Net Assets172.24M
Vanguard Small Cap Value Index I
Price$46.00
Change+$0.56 (+1.23%)
VolumeN/A
Net Assets54.02B
HSMAX vs VISVX Comparison Chart
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HSMAX vs. VISVX commentary
Jun 08, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. HSMAX (172M). VISVX pays higher dividends than HSMAX: VISVX (2.11) vs HSMAX (1.47). HSMAX was incepted earlier than VISVX: HSMAX (20 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 : 2.98 vs. HSMAX (-3.31). VISVX return over 5 years is better than : 64.79 vs. HSMAX (39.46).
| HSMAX | VISVX | HSMAX / VISVX | |
| Total Expense Ratio | 1.31 | 0.19 | 689% |
| Annual Report Gross Expense Ratio | 1.33 | 0.19 | 700% |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | -10.016 | -4.268 | 235% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 172M | 54B | 0% |
| Annual Yield % from dividends | 1.47 | 2.11 | 70% |
| Returns for 1 year | -3.31 | 2.98 | -111% |
| Returns for 3 years | -0.70 | 12.08 | -6% |
| Returns for 5 years | 39.46 | 64.79 | 61% |
| Returns for 10 years | -7.59 | 82.39 | -9% |
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