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HSMAX vs VISVX
HSMAX vs VISVX Comparison
Open Charts HSMAX vs VISVX
Hartford Small Cap Value A
Price$12.79
Change-$0.55 (-4.12%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
HSMAX vs VISVX Comparison Chart
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HSMAX vs. VISVX commentary
Dec 19, 2024
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: 63B vs. HSMAX (135M). VISVX pays higher dividends than HSMAX: VISVX (1.90) vs HSMAX (1.19). HSMAX was incepted earlier than VISVX: HSMAX (20 years) vs VISVX (27 years). HSMAX is a more actively managed with annual turnover of: 52.00 vs. VISVX (16.00). HSMAX has a lower initial minimum investment than VISVX: HSMAX (2000) vs VISVX (3000). HSMAX annual gain was more profitable for investors over the last year : 16.12 vs. VISVX (10.29). VISVX return over 5 years is better than : 46.30 vs. HSMAX (35.61).
| HSMAX | VISVX | HSMAX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | 14.408 | 10.619 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 63B | 0% |
| Annual Yield % from dividends | 1.19 | 1.90 | 63% |
| Returns for 1 year | 16.12 | 10.29 | 157% |
| Returns for 3 years | 9.99 | 16.04 | 62% |
| Returns for 5 years | 35.61 | 46.30 | 77% |
| Returns for 10 years | 10.99 | 97.35 | 11% |
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