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HSMFX vs VSIIX
HSMFX vs VSIIX Comparison
Open Charts HSMFX vs VSIIX
Hartford Small Cap Value F
Price$12.33
Change-$0.23 (-1.83%)
VolumeN/A
Net Assets131.3M
Vanguard Small Cap Value Index I
Price$47.47
Change-$1.09 (-2.24%)
VolumeN/A
Net Assets60.22B
HSMFX vs VSIIX Comparison Chart
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HSMFX vs. VSIIX commentary
Feb 23, 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 VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 60.2B vs. HSMFX (131M). VSIIX pays higher dividends than HSMFX: VSIIX (2.02) vs HSMFX (1.69). HSMFX was incepted earlier than VSIIX: HSMFX (8 years) vs VSIIX (25 years). HSMFX is a more actively managed with annual turnover of: 52.00 vs. VSIIX (16.00). HSMFX has a lower initial minimum investment than VSIIX: HSMFX (1000000) vs VSIIX (5000000). HSMFX (10.27) and VSIIX (9.99) have marching annual gain over last year. VSIIX return over 5 years is better than : 47.63 vs. HSMFX (36.58).
| HSMFX | VSIIX | HSMFX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | -2.684 | -0.294 | 913% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131M | 60.2B | 0% |
| Annual Yield % from dividends | 1.69 | 2.02 | 84% |
| Returns for 1 year | 10.27 | 9.99 | 103% |
| Returns for 3 years | 6.11 | 17.99 | 34% |
| Returns for 5 years | 36.58 | 47.63 | 77% |
| Returns for 10 years | N/A | 90.58 | - |
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