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HSMAX vs VSIAX
HSMAX vs VSIAX Comparison
Open Charts HSMAX vs VSIAX
Hartford Small Cap Value A
Price$12.79
Change-$0.55 (-4.12%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.23
Change-$3.35 (-3.78%)
VolumeN/A
CapitalizationN/A
HSMAX vs VSIAX Comparison Chart
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HSMAX vs. VSIAX 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. HSMAX (135M). VSIAX pays higher dividends than HSMAX: VSIAX (2.01) vs HSMAX (1.19). HSMAX was incepted earlier than VSIAX: HSMAX (20 years) vs VSIAX (13 years). HSMAX is a more actively managed with annual turnover of: 52.00 vs. VSIAX (16.00). HSMAX has a lower initial minimum investment than VSIAX: HSMAX (2000) vs VSIAX (3000). HSMAX annual gain was more profitable for investors over the last year : 16.12 vs. VSIAX (10.31). VSIAX return over 5 years is better than : 46.43 vs. HSMAX (35.61).
| HSMAX | VSIAX | HSMAX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 13 years | - |
| Gain YTD | 14.408 | 10.681 | 135% |
| 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 | 2.01 | 59% |
| Returns for 1 year | 16.12 | 10.31 | 156% |
| Returns for 3 years | 9.99 | 16.10 | 62% |
| Returns for 5 years | 35.61 | 46.43 | 77% |
| Returns for 10 years | 10.99 | 97.87 | 11% |
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