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HSMSX vs VSIAX
HSMSX vs VSIAX Comparison
Open Charts HSMSX vs VSIAX
Hartford Small Cap Value R4
Price$12.01
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets165.52M
Vanguard Small Cap Value Index Admiral
Price$79.82
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets51.69B
HSMSX vs VSIAX Comparison Chart
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HSMSX vs. VSIAX commentary
May 12, 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 StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 51.7B vs. HSMSX (166M). VSIAX pays higher dividends than HSMSX: VSIAX (2.34) vs HSMSX (1.54). HSMSX was incepted earlier than VSIAX: HSMSX (14 years) vs VSIAX (14 years). HSMSX (1.31) is less costly to investors than VSIAX (0.07). HSMSX is a more actively managed with annual turnover of: 46.00 vs. VSIAX (16.00). HSMSX has a lower initial minimum investment than VSIAX: HSMSX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : -0.87 vs. HSMSX (-4.67). VSIAX return over 5 years is better than : 88.60 vs. HSMSX (67.39).
| HSMSX | VSIAX | HSMSX / VSIAX | |
| Total Expense Ratio | 1.21 | 0.07 | 1,729% |
| Annual Report Gross Expense Ratio | 1.31 | 0.07 | 1,871% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | -11.626 | -6.127 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 166M | 51.7B | 0% |
| Annual Yield % from dividends | 1.54 | 2.34 | 66% |
| Returns for 1 year | -4.67 | -0.87 | 540% |
| Returns for 3 years | 4.54 | 18.96 | 24% |
| Returns for 5 years | 67.39 | 88.60 | 76% |
| Returns for 10 years | -5.55 | 79.24 | -7% |
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