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HSMAX vs VSIAX
HSMAX vs VSIAX Comparison
Open Charts HSMAX vs VSIAX
Hartford Small Cap Value A
Price$12.94
Change+$0.15 (+1.17%)
VolumeN/A
Net Assets136.76M
Vanguard Small Cap Value Index Admiral
Price$89.06
Change+$0.96 (+1.09%)
VolumeN/A
Net Assets58.32B
HSMAX vs VSIAX Comparison Chart
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HSMAX vs. VSIAX commentary
Jan 31, 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: 58.3B vs. HSMAX (137M). 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). VSIAX annual gain was more profitable for investors over the last year : 17.45 vs. HSMAX (15.54). VSIAX return over 5 years is better than : 57.90 vs. HSMAX (41.04).
| 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 | 0.868 | 3.440 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137M | 58.3B | 0% |
| Annual Yield % from dividends | 1.19 | 2.01 | 59% |
| Returns for 1 year | 15.54 | 17.45 | 89% |
| Returns for 3 years | 7.45 | 21.69 | 34% |
| Returns for 5 years | 41.04 | 57.90 | 71% |
| Returns for 10 years | 8.43 | 107.64 | 8% |