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HSMRX vs VSIIX
HSMRX vs VSIIX Comparison
Open Charts HSMRX vs VSIIX
Hartford Small Cap Value R3
Price$10.61
Change-$0.21 (-1.94%)
VolumeN/A
Net Assets155.33M
Vanguard Small Cap Value Index I
Price$42.46
Change+$3.35 (+8.57%)
VolumeN/A
Net Assets53.62B
HSMRX vs VSIIX Comparison Chart
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HSMRX vs. VSIIX 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 VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 53.6B vs. HSMRX (155M). VSIIX pays higher dividends than HSMRX: VSIIX (2.28) vs HSMRX (1.16). HSMRX was incepted earlier than VSIIX: HSMRX (14 years) vs VSIIX (25 years). HSMRX (1.59) 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 : -10.94 vs. HSMRX (-11.72). VSIIX return over 5 years is better than : 74.02 vs. HSMRX (55.18).
| HSMRX | VSIIX | HSMRX / VSIIX | |
| Total Expense Ratio | 1.50 | 0.06 | 2,500% |
| Annual Report Gross Expense Ratio | 1.59 | 0.06 | 2,650% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | -19.012 | -15.677 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 53.6B | 0% |
| Annual Yield % from dividends | 1.16 | 2.28 | 51% |
| Returns for 1 year | -11.72 | -10.94 | 107% |
| Returns for 3 years | -10.52 | -1.31 | 801% |
| Returns for 5 years | 55.18 | 74.02 | 75% |
| Returns for 10 years | -18.02 | 58.84 | -31% |
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