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HSMRX vs VSIAX
HSMRX vs VSIAX Comparison
Open Charts HSMRX vs VSIAX
Hartford Small Cap Value R3
Price$10.61
Change-$0.21 (-1.94%)
VolumeN/A
Net Assets155.33M
Vanguard Small Cap Value Index Admiral
Price$69.98
Change-$1.72 (-2.40%)
VolumeN/A
Net Assets53.62B
HSMRX vs VSIAX Comparison Chart
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HSMRX vs. VSIAX commentary
Apr 10, 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 HSMRX is a Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 53.6B vs. HSMRX (155M). VSIAX pays higher dividends than HSMRX: VSIAX (2.27) vs HSMRX (1.16). HSMRX was incepted earlier than VSIAX: HSMRX (14 years) vs VSIAX (14 years). HSMRX (1.59) is less costly to investors than VSIAX (0.07). HSMRX is a more actively managed with annual turnover of: 46.00 vs. VSIAX (16.00). HSMRX has a lower initial minimum investment than VSIAX: HSMRX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : -10.94 vs. HSMRX (-11.72). VSIAX return over 5 years is better than : 73.96 vs. HSMRX (55.18).
| HSMRX | VSIAX | HSMRX / VSIAX | |
| Total Expense Ratio | 1.50 | 0.07 | 2,143% |
| Annual Report Gross Expense Ratio | 1.59 | 0.07 | 2,271% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | -19.012 | -15.677 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 53.6B | 0% |
| Annual Yield % from dividends | 1.16 | 2.27 | 51% |
| Returns for 1 year | -11.72 | -10.94 | 107% |
| Returns for 3 years | -10.52 | -1.34 | 787% |
| Returns for 5 years | 55.18 | 73.96 | 75% |
| Returns for 10 years | -18.02 | 58.79 | -31% |
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