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HSMAX vs VSIAX
HSMAX vs VSIAX Comparison
Open Charts HSMAX vs VSIAX
Hartford Small Cap Value A
Price$10.96
Change+$0.16 (+1.48%)
VolumeN/A
Net Assets158.77M
Vanguard Small Cap Value Index Admiral
Price$77.22
Change+$1.48 (+1.95%)
VolumeN/A
Net Assets53.62B
HSMAX vs VSIAX Comparison Chart
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HSMAX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 53.6B vs. HSMAX (159M). VSIAX pays higher dividends than HSMAX: VSIAX (2.27) vs HSMAX (1.44). HSMAX was incepted earlier than VSIAX: HSMAX (20 years) vs VSIAX (14 years). HSMAX (1.32) is less costly to investors than VSIAX (0.07). HSMAX is a more actively managed with annual turnover of: 46.00 vs. VSIAX (16.00). HSMAX has a lower initial minimum investment than VSIAX: HSMAX (2000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : -3.10 vs. HSMAX (-5.23). VSIAX return over 5 years is better than : 92.61 vs. HSMAX (72.39).
| HSMAX | VSIAX | HSMAX / VSIAX | |
| Total Expense Ratio | 1.30 | 0.07 | 1,857% |
| Annual Report Gross Expense Ratio | 1.32 | 0.07 | 1,886% |
| Fund Existence | 20 years | 14 years | - |
| Gain YTD | -14.826 | -10.925 | 136% |
| 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 | 2.27 | 64% |
| Returns for 1 year | -5.23 | -3.10 | 169% |
| Returns for 3 years | -6.79 | 4.76 | -142% |
| Returns for 5 years | 72.39 | 92.61 | 78% |
| Returns for 10 years | -13.65 | 68.74 | -20% |
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