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HSMSX vs VSIAX
HSMSX vs VSIAX Comparison
Open Charts HSMSX vs VSIAX
Hartford Small Cap Value R4
Price$13.22
Change-$0.25 (-1.86%)
VolumeN/A
Net Assets131.3M
Vanguard Small Cap Value Index Admiral
Price$84.92
Change-$1.96 (-2.26%)
VolumeN/A
Net Assets60.22B
HSMSX vs VSIAX Comparison Chart
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HSMSX vs. VSIAX 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 HSMSX is a Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 60.2B vs. HSMSX (131M). VSIAX pays higher dividends than HSMSX: VSIAX (2.01) vs HSMSX (1.21). HSMSX was incepted earlier than VSIAX: HSMSX (13 years) vs VSIAX (13 years). HSMSX is a more actively managed with annual turnover of: 52.00 vs. VSIAX (16.00). HSMSX has a lower initial minimum investment than VSIAX: HSMSX (0) vs VSIAX (3000). HSMSX (10.01) and VSIAX (9.98) have marching annual gain over last year. VSIAX return over 5 years is better than : 47.61 vs. HSMSX (36.03).
| HSMSX | VSIAX | HSMSX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | -2.723 | -0.294 | 928% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131M | 60.2B | 0% |
| Annual Yield % from dividends | 1.21 | 2.01 | 60% |
| Returns for 1 year | 10.01 | 9.98 | 100% |
| Returns for 3 years | 5.63 | 17.97 | 31% |
| Returns for 5 years | 36.03 | 47.61 | 76% |
| Returns for 10 years | 3.51 | 90.53 | 4% |
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