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HSMSX vs VSIIX
HSMSX vs VSIIX Comparison
Open Charts HSMSX vs VSIIX
Hartford Small Cap Value R4
Price$11.34
Change+$0.12 (+1.07%)
VolumeN/A
Net Assets153.79M
Vanguard Small Cap Value Index I
Price$41.60
Change+$0.40 (+0.97%)
VolumeN/A
Net Assets53.62B
HSMSX vs VSIIX Comparison Chart
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HSMSX vs. VSIIX commentary
Apr 18, 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 53.6B vs. HSMSX (154M). VSIIX pays higher dividends than HSMSX: VSIIX (2.28) vs HSMSX (1.45). HSMSX was incepted earlier than VSIIX: HSMSX (14 years) vs VSIIX (25 years). HSMSX (1.29) is less costly to investors than VSIIX (0.06). HSMSX is a more actively managed with annual turnover of: 46.00 vs. VSIIX (16.00). HSMSX has a lower initial minimum investment than VSIIX: HSMSX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : -2.87 vs. HSMSX (-3.87). VSIIX return over 5 years is better than : 84.38 vs. HSMSX (69.19).
| HSMSX | VSIIX | HSMSX / VSIIX | |
| Total Expense Ratio | 1.20 | 0.06 | 2,000% |
| Annual Report Gross Expense Ratio | 1.29 | 0.06 | 2,150% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | -17.439 | -13.320 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154M | 53.6B | 0% |
| Annual Yield % from dividends | 1.45 | 2.28 | 64% |
| Returns for 1 year | -3.87 | -2.87 | 135% |
| Returns for 3 years | -9.30 | 0.42 | -2,204% |
| Returns for 5 years | 69.19 | 84.38 | 82% |
| Returns for 10 years | -13.49 | 63.53 | -21% |
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