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HSMRX vs VSIAX
HSMRX vs VSIAX Comparison
Open Charts HSMRX vs VSIAX
Hartford Small Cap Value R3
Price$12.91
Change-$0.25 (-1.90%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$81.49
Change-$1.18 (-1.43%)
VolumeN/A
CapitalizationN/A
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VS
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HSMRX vs VSIAX Comparison Chart
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HSMRX vs. VSIAX commentary
Sep 08, 2024
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 HSMRX is a StrongSell and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. HSMRX (120M). VSIAX pays higher dividends than HSMRX: VSIAX (2.01) vs HSMRX (0.95). HSMRX was incepted earlier than VSIAX: HSMRX (13 years) vs VSIAX (13 years). HSMRX is a more actively managed with annual turnover of: 52.00 vs. VSIAX (16.00). HSMRX has a lower initial minimum investment than VSIAX: HSMRX (0) vs VSIAX (3000). HSMRX (17.29) and VSIAX (16.98) have marching annual gain over last year. VSIAX return over 5 years is better than : 55.42 vs. HSMRX (34.85).
| HSMRX | VSIAX | HSMRX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 7.341 | 7.230 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 57.3B | 0% |
| Annual Yield % from dividends | 0.95 | 2.01 | 47% |
| Returns for 1 year | 17.29 | 16.98 | 102% |
| Returns for 3 years | -3.38 | 11.33 | -30% |
| Returns for 5 years | 34.85 | 55.42 | 63% |
| Returns for 10 years | -4.41 | 93.33 | -5% |
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