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HSMAX vs VSIAX
HSMAX vs VSIAX Comparison
Open Charts HSMAX vs VSIAX
Hartford Small Cap Value A
Price$11.38
Change-$0.07 (-0.61%)
VolumeN/A
Net Assets122.19M
Vanguard Small Cap Value Index Admiral
Price$78.60
Change-$1.14 (-1.43%)
VolumeN/A
Net Assets57.63B
HSMAX vs VSIAX Comparison Chart
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HSMAX vs. VSIAX commentary
Mar 14, 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 Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. HSMAX (122M). VSIAX pays higher dividends than HSMAX: VSIAX (1.98) vs HSMAX (1.36). HSMAX was incepted earlier than VSIAX: HSMAX (20 years) vs VSIAX (13 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 : 0.93 vs. HSMAX (0.65). VSIAX return over 5 years is better than : 94.01 vs. HSMAX (75.04).
| 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 | 13 years | - |
| Gain YTD | -9.306 | -6.070 | 153% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 57.6B | 0% |
| Annual Yield % from dividends | 1.36 | 1.98 | 69% |
| Returns for 1 year | 0.65 | 0.93 | 70% |
| Returns for 3 years | -1.07 | 11.39 | -9% |
| Returns for 5 years | 75.04 | 94.01 | 80% |
| Returns for 10 years | -6.65 | 82.03 | -8% |
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