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HSMRX vs VSIIX
HSMRX vs VSIIX Comparison
Open Charts HSMRX vs VSIIX
Hartford Small Cap Value R3
Price$12.99
Change-$0.25 (-1.89%)
VolumeN/A
Net Assets131.3M
Vanguard Small Cap Value Index I
Price$47.47
Change-$1.09 (-2.24%)
VolumeN/A
Net Assets60.22B
HSMRX vs VSIIX Comparison Chart
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VS
VS
HSMRX 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 HSMRX is a Hold and VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 60.2B vs. HSMRX (131M). 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 annual gain was more profitable for investors over the last year : 12.51 vs. HSMRX (9.61). VSIIX return over 5 years is better than : 51.02 vs. HSMRX (34.21).
| 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 | -2.769 | 1.995 | -139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131M | 60.2B | 0% |
| Annual Yield % from dividends | 0.95 | 2.02 | 47% |
| Returns for 1 year | 9.61 | 12.51 | 77% |
| Returns for 3 years | 4.50 | 20.70 | 22% |
| Returns for 5 years | 34.21 | 51.02 | 67% |
| Returns for 10 years | 0.52 | 94.96 | 1% |
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