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HSMFX vs VSIIX
HSMFX vs VSIIX Comparison
Open Charts HSMFX vs VSIIX
Hartford Small Cap Value F
Price$10.39
Change+$0.08 (+0.78%)
VolumeN/A
Net Assets150.42M
Vanguard Small Cap Value Index I
Price$41.18
Change+$0.53 (+1.30%)
VolumeN/A
Net Assets53.62B
HSMFX vs VSIIX Comparison Chart
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HSMFX vs. VSIIX commentary
Apr 12, 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 Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 53.6B vs. HSMFX (150M). VSIIX pays higher dividends than HSMFX: VSIIX (2.28) vs HSMFX (1.98). HSMFX was incepted earlier than VSIIX: HSMFX (8 years) vs VSIIX (25 years). HSMFX (0.88) is less costly to investors than VSIIX (0.06). HSMFX is a more actively managed with annual turnover of: 46.00 vs. VSIIX (16.00). HSMFX has a lower initial minimum investment than VSIIX: HSMFX (1000000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : -7.70 vs. HSMFX (-8.68). VSIIX return over 5 years is better than : 76.50 vs. HSMFX (58.51).
| HSMFX | VSIIX | HSMFX / VSIIX | |
| Total Expense Ratio | 0.80 | 0.06 | 1,333% |
| Annual Report Gross Expense Ratio | 0.88 | 0.06 | 1,467% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | -18.627 | -14.477 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150M | 53.6B | 0% |
| Annual Yield % from dividends | 1.98 | 2.28 | 87% |
| Returns for 1 year | -8.68 | -7.70 | 113% |
| Returns for 3 years | -9.13 | 0.29 | -3,200% |
| Returns for 5 years | 58.51 | 76.50 | 76% |
| Returns for 10 years | N/A | 61.10 | - |
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