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HSMRX vs VSIIX
HSMRX vs VSIIX Comparison
Open Charts HSMRX vs VSIIX
Hartford Small Cap Value R3
Price$12.17
Change+$0.16 (+1.33%)
VolumeN/A
Net Assets168.89M
Vanguard Small Cap Value Index I
Price$46.07
Change+$0.56 (+1.23%)
VolumeN/A
Net Assets54.02B
HSMRX vs VSIIX Comparison Chart
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HSMRX vs. VSIIX commentary
Jun 07, 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 Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. HSMRX (169M). VSIIX pays higher dividends than HSMRX: VSIIX (2.24) vs HSMRX (1.18). 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 : 3.02 vs. HSMRX (-3.41). VSIIX return over 5 years is better than : 64.96 vs. HSMRX (39.65).
| 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 | -10.105 | -4.253 | 238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169M | 54B | 0% |
| Annual Yield % from dividends | 1.18 | 2.24 | 53% |
| Returns for 1 year | -3.41 | 3.02 | -113% |
| Returns for 3 years | -0.76 | 12.14 | -6% |
| Returns for 5 years | 39.65 | 64.96 | 61% |
| Returns for 10 years | -6.79 | 82.85 | -8% |
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