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HSMAX vs VSIIX
HSMAX vs VSIIX Comparison
Open Charts HSMAX vs VSIIX
Hartford Small Cap Value A
Price$12.26
Change-$0.11 (-0.89%)
VolumeN/A
Net Assets180.21M
Vanguard Small Cap Value Index I
Price$48.74
Change-$0.34 (-0.69%)
VolumeN/A
Net Assets56.44B
HSMAX vs VSIIX Comparison Chart in %
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HSMAX vs. VSIIX commentary
Aug 17, 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 56.4B vs. HSMAX (180M). VSIIX pays higher dividends than HSMAX: VSIIX (2.08) vs HSMAX (1.41). HSMAX was incepted earlier than VSIIX: HSMAX (21 years) vs VSIIX (26 years). HSMAX (1.33) is less costly to investors than VSIIX (0.06). HSMAX is a more actively managed with annual turnover of: 46.00 vs. VSIIX (16.00). HSMAX has a lower initial minimum investment than VSIIX: HSMAX (2000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 6.63 vs. HSMAX (0.61). VSIIX return over 5 years is better than : 76.63 vs. HSMAX (51.08).
| HSMAX | VSIIX | HSMAX / VSIIX | |
| Total Expense Ratio | 1.31 | 0.06 | 2,183% |
| Annual Report Gross Expense Ratio | 1.33 | 0.06 | 2,217% |
| Fund Existence | 21 years | 26 years | - |
| Gain YTD | -3.312 | 2.672 | -124% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 56.4B | 0% |
| Annual Yield % from dividends | 1.41 | 2.08 | 68% |
| Returns for 1 year | 0.61 | 6.63 | 9% |
| Returns for 3 years | 5.38 | 19.32 | 28% |
| Returns for 5 years | 51.08 | 76.63 | 67% |
| Returns for 10 years | 1.84 | 99.67 | 2% |
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