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HSMSX vs VSIIX
HSMSX vs VSIIX Comparison
Open Charts HSMSX vs VSIIX
Hartford Small Cap Value R4
Price$13.20
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets181.68M
Vanguard Small Cap Value Index I
Price$48.60
Change-$0.25 (-0.51%)
VolumeN/A
Net Assets55.61B
HSMSX vs VSIIX Comparison Chart in %
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HSMSX vs. VSIIX commentary
Jul 29, 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: 55.6B vs. HSMSX (182M). VSIIX pays higher dividends than HSMSX: VSIIX (2.12) vs HSMSX (1.43). HSMSX was incepted earlier than VSIIX: HSMSX (14 years) vs VSIIX (26 years). HSMSX (1.31) 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 : 3.91 vs. HSMSX (-2.41). VSIIX return over 5 years is better than : 84.70 vs. HSMSX (62.85).
| HSMSX | VSIIX | HSMSX / VSIIX | |
| Total Expense Ratio | 1.21 | 0.06 | 2,017% |
| Annual Report Gross Expense Ratio | 1.31 | 0.06 | 2,183% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -2.723 | 2.903 | -94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 182M | 55.6B | 0% |
| Annual Yield % from dividends | 1.43 | 2.12 | 68% |
| Returns for 1 year | -2.41 | 3.91 | -62% |
| Returns for 3 years | 11.63 | 25.61 | 45% |
| Returns for 5 years | 62.85 | 84.70 | 74% |
| Returns for 10 years | 4.50 | 99.96 | 5% |
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