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HSMFX vs VISVX
HSMFX vs VISVX Comparison
Open Charts HSMFX vs VISVX
Hartford Small Cap Value F
Price$12.77
Change+$0.10 (+0.79%)
VolumeN/A
Net Assets136.63M
Vanguard Small Cap Value Index I
Price$49.06
Change+$0.22 (+0.45%)
VolumeN/A
Net Assets58.32B
HSMFX vs VISVX Comparison Chart
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HSMFX vs. VISVX commentary
Jan 19, 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 HSMFX is a Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. HSMFX (137M). VISVX pays higher dividends than HSMFX: VISVX (1.90) vs HSMFX (1.69). HSMFX was incepted earlier than VISVX: HSMFX (8 years) vs VISVX (27 years). HSMFX is a more actively managed with annual turnover of: 52.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than HSMFX: VISVX (3000) vs HSMFX (1000000). VISVX (18.46) and HSMFX (17.62) have marching annual gain over last year. VISVX return over 5 years is better than : 50.22 vs. HSMFX (34.10).
| HSMFX | VISVX | HSMFX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 0.789 | 3.197 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137M | 58.3B | 0% |
| Annual Yield % from dividends | 1.69 | 1.90 | 89% |
| Returns for 1 year | 17.62 | 18.46 | 95% |
| Returns for 3 years | 3.65 | 16.97 | 22% |
| Returns for 5 years | 34.10 | 50.22 | 68% |
| Returns for 10 years | N/A | 109.01 | - |
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