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HSMAX vs VSIAX
HSMAX vs VSIAX Comparison
Open Charts HSMAX vs VSIAX
Hartford Small Cap Value A
Price$12.33
Change+$0.09 (+0.74%)
VolumeN/A
Net Assets181.23M
Vanguard Small Cap Value Index Admiral
Price$86.66
Change+$0.43 (+0.50%)
VolumeN/A
Net Assets54.02B
HSMAX vs VSIAX Comparison Chart in %
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HSMAX vs. VSIAX commentary
Jul 04, 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 Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. HSMAX (181M). VSIAX pays higher dividends than HSMAX: VSIAX (2.11) vs HSMAX (1.43). HSMAX was incepted earlier than VSIAX: HSMAX (21 years) vs VSIAX (14 years). HSMAX (1.33) 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 : 11.12 vs. HSMAX (5.76). VSIAX return over 5 years is better than : 93.20 vs. HSMAX (70.02).
| HSMAX | VSIAX | HSMAX / VSIAX | |
| Total Expense Ratio | 1.31 | 0.07 | 1,871% |
| Annual Report Gross Expense Ratio | 1.33 | 0.07 | 1,900% |
| Fund Existence | 21 years | 14 years | - |
| Gain YTD | -3.470 | 1.538 | -226% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 181M | 54B | 0% |
| Annual Yield % from dividends | 1.43 | 2.11 | 68% |
| Returns for 1 year | 5.76 | 11.12 | 52% |
| Returns for 3 years | 18.18 | 34.21 | 53% |
| Returns for 5 years | 70.02 | 93.20 | 75% |
| Returns for 10 years | -0.72 | 95.55 | -1% |
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