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HSMSX vs VSIAX
HSMSX vs VSIAX Comparison
Open Charts HSMSX vs VSIAX
Hartford Small Cap Value R4
Price$13.69
Change+$0.10 (+0.74%)
VolumeN/A
Net Assets136.63M
Vanguard Small Cap Value Index Admiral
Price$87.91
Change+$0.39 (+0.45%)
VolumeN/A
Net Assets58.32B
HSMSX vs VSIAX Comparison Chart
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HSMSX vs. VSIAX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. HSMSX (137M). 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). VSIAX annual gain was more profitable for investors over the last year : 18.49 vs. HSMSX (17.39). VSIAX return over 5 years is better than : 50.37 vs. HSMSX (33.41).
| 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 | 0.736 | 3.217 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137M | 58.3B | 0% |
| Annual Yield % from dividends | 1.21 | 2.01 | 60% |
| Returns for 1 year | 17.39 | 18.49 | 94% |
| Returns for 3 years | 3.14 | 17.05 | 18% |
| Returns for 5 years | 33.41 | 50.37 | 66% |
| Returns for 10 years | 13.34 | 109.60 | 12% |
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