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HSMSX vs VSIIX
HSMSX vs VSIIX Comparison
Open Charts HSMSX vs VSIIX
Hartford Small Cap Value R4
Price$13.70
Change-$0.60 (-4.20%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.64
Change-$1.87 (-3.78%)
VolumeN/A
CapitalizationN/A
HSMSX vs VSIIX Comparison Chart
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HSMSX vs. VSIIX commentary
Dec 19, 2024
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 VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. HSMSX (135M). VSIIX pays higher dividends than HSMSX: VSIIX (2.02) vs HSMSX (1.21). HSMSX was incepted earlier than VSIIX: HSMSX (13 years) vs VSIIX (25 years). HSMSX is a more actively managed with annual turnover of: 52.00 vs. VSIIX (16.00). HSMSX has a lower initial minimum investment than VSIIX: HSMSX (0) vs VSIIX (5000000). HSMSX annual gain was more profitable for investors over the last year : 16.48 vs. VSIIX (10.31). VSIIX return over 5 years is better than : 46.47 vs. HSMSX (37.81).
| HSMSX | VSIIX | HSMSX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 14.767 | 10.683 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 63B | 0% |
| Annual Yield % from dividends | 1.21 | 2.02 | 60% |
| Returns for 1 year | 16.48 | 10.31 | 160% |
| Returns for 3 years | 11.16 | 16.11 | 69% |
| Returns for 5 years | 37.81 | 46.47 | 81% |
| Returns for 10 years | 15.32 | 97.98 | 16% |