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HSMRX vs VSIIX
HSMRX vs VSIIX Comparison
Open Charts HSMRX vs VSIIX
Hartford Small Cap Value R3
Price$13.44
Change-$0.58 (-4.14%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.64
Change-$1.87 (-3.78%)
VolumeN/A
CapitalizationN/A
HSMRX vs VSIIX Comparison Chart
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VS
VS
HSMRX vs. VSIIX commentary
Dec 19, 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 Hold and VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. HSMRX (135M). VSIIX pays higher dividends than HSMRX: VSIIX (2.02) vs HSMRX (0.95). HSMRX was incepted earlier than VSIIX: HSMRX (13 years) vs VSIIX (25 years). HSMRX is a more actively managed with annual turnover of: 52.00 vs. VSIIX (16.00). HSMRX has a lower initial minimum investment than VSIIX: HSMRX (0) vs VSIIX (5000000). VSIIX (16.22) and HSMRX (16.04) have marching annual gain over last year. VSIIX return over 5 years is better than : 52.86 vs. HSMRX (35.98).
| HSMRX | VSIIX | HSMRX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 14.356 | 15.027 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 63B | 0% |
| Annual Yield % from dividends | 0.95 | 2.02 | 47% |
| Returns for 1 year | 16.04 | 16.22 | 99% |
| Returns for 3 years | 10.01 | 20.66 | 48% |
| Returns for 5 years | 35.98 | 52.86 | 68% |
| Returns for 10 years | 11.95 | 105.75 | 11% |
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