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HSMAX vs VISVX
HSMAX vs VISVX Comparison
Open Charts HSMAX vs VISVX
Hartford Small Cap Value A
Price$10.96
Change+$0.16 (+1.48%)
VolumeN/A
Net Assets158.77M
Vanguard Small Cap Value Index I
Price$43.10
Change+$0.83 (+1.96%)
VolumeN/A
Net Assets53.62B
HSMAX vs VISVX Comparison Chart
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HSMAX vs. VISVX commentary
Apr 25, 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 StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 53.6B vs. HSMAX (159M). VISVX pays higher dividends than HSMAX: VISVX (2.14) vs HSMAX (1.44). 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 : -3.13 vs. HSMAX (-5.23). VISVX return over 5 years is better than : 92.39 vs. HSMAX (72.39).
| 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 | -14.826 | -10.946 | 135% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159M | 53.6B | 0% |
| Annual Yield % from dividends | 1.44 | 2.14 | 67% |
| Returns for 1 year | -5.23 | -3.13 | 167% |
| Returns for 3 years | -6.79 | 4.70 | -145% |
| Returns for 5 years | 72.39 | 92.39 | 78% |
| Returns for 10 years | -13.65 | 68.31 | -20% |
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