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HSMSX vs VSIIX
HSMSX vs VSIIX Comparison
Open Charts HSMSX vs VSIIX
Hartford Small Cap Value R4
Price$12.62
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets175.48M
Vanguard Small Cap Value Index I
Price$47.04
Change+$0.09 (+0.19%)
VolumeN/A
Net Assets54.02B
HSMSX vs VSIIX Comparison Chart in %
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HSMSX vs. VSIIX commentary
Jul 01, 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 Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. HSMSX (175M). VSIIX pays higher dividends than HSMSX: VSIIX (2.24) vs HSMSX (1.47). 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 : 8.42 vs. HSMSX (2.74). VSIIX return over 5 years is better than : 95.12 vs. HSMSX (71.79).
| 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 | -7.138 | -1.034 | 690% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 175M | 54B | 0% |
| Annual Yield % from dividends | 1.47 | 2.24 | 66% |
| Returns for 1 year | 2.74 | 8.42 | 33% |
| Returns for 3 years | 14.54 | 30.23 | 48% |
| Returns for 5 years | 71.79 | 95.12 | 75% |
| Returns for 10 years | -0.83 | 90.31 | -1% |
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