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HSMRX vs VSIIX
HSMRX vs VSIIX Comparison
Open Charts HSMRX vs VSIIX
Hartford Small Cap Value R3
Price$12.70
Change+$0.08 (+0.63%)
VolumeN/A
Net Assets177.09M
Vanguard Small Cap Value Index I
Price$47.67
Change+$0.25 (+0.53%)
VolumeN/A
Net Assets55.61B
HSMRX vs VSIIX Comparison Chart in %
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HSMRX vs. VSIIX commentary
Jul 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 55.6B vs. HSMRX (177M). VSIIX pays higher dividends than HSMRX: VSIIX (2.12) vs HSMRX (1.15). HSMRX was incepted earlier than VSIIX: HSMRX (14 years) vs VSIIX (26 years). HSMRX (1.61) is less costly to investors than VSIIX (0.06). HSMRX is a more actively managed with annual turnover of: 46.00 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 : 1.24 vs. HSMRX (-3.86). VSIIX return over 5 years is better than : 84.70 vs. HSMRX (63.80).
| HSMRX | VSIIX | HSMRX / VSIIX | |
| Total Expense Ratio | 1.51 | 0.06 | 2,517% |
| Annual Report Gross Expense Ratio | 1.61 | 0.06 | 2,683% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -5.539 | -0.109 | 5,081% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 55.6B | 0% |
| Annual Yield % from dividends | 1.15 | 2.12 | 54% |
| Returns for 1 year | -3.86 | 1.24 | -313% |
| Returns for 3 years | 15.55 | 32.61 | 48% |
| Returns for 5 years | 63.80 | 84.70 | 75% |
| Returns for 10 years | -3.62 | 91.35 | -4% |
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