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HSMSX vs VSIIX
HSMSX vs VSIIX Comparison
Open Charts HSMSX vs VSIIX
Hartford Small Cap Value R4
Price$12.01
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets165.52M
Vanguard Small Cap Value Index I
Price$44.62
Change+$0.05 (+0.11%)
VolumeN/A
Net Assets51.69B
HSMSX vs VSIIX Comparison Chart
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HSMSX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 51.7B vs. HSMSX (166M). VSIIX pays higher dividends than HSMSX: VSIIX (2.35) vs HSMSX (1.54). HSMSX was incepted earlier than VSIIX: HSMSX (14 years) vs VSIIX (25 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 : -0.85 vs. HSMSX (-4.67). VSIIX return over 5 years is better than : 88.68 vs. HSMSX (67.39).
| 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 | 25 years | - |
| Gain YTD | -11.626 | -6.125 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 166M | 51.7B | 0% |
| Annual Yield % from dividends | 1.54 | 2.35 | 65% |
| Returns for 1 year | -4.67 | -0.85 | 549% |
| Returns for 3 years | 4.54 | 18.99 | 24% |
| Returns for 5 years | 67.39 | 88.68 | 76% |
| Returns for 10 years | -5.55 | 79.27 | -7% |
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