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HSMSX vs VSIIX
HSMSX vs VSIIX Comparison
Open Charts HSMSX vs VSIIX
Hartford Small Cap Value R4
Price$13.22
Change-$0.25 (-1.86%)
VolumeN/A
Net Assets131.3M
Vanguard Small Cap Value Index I
Price$47.47
Change-$1.09 (-2.24%)
VolumeN/A
Net Assets60.22B
HSMSX vs VSIIX Comparison Chart
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HSMSX vs. VSIIX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 60.2B vs. HSMSX (131M). 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 (10.01) and VSIIX (9.99) have marching annual gain over last year. VSIIX return over 5 years is better than : 47.63 vs. HSMSX (36.03).
| 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 | -2.723 | -0.294 | 926% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131M | 60.2B | 0% |
| Annual Yield % from dividends | 1.21 | 2.02 | 60% |
| Returns for 1 year | 10.01 | 9.99 | 100% |
| Returns for 3 years | 5.63 | 17.99 | 31% |
| Returns for 5 years | 36.03 | 47.63 | 76% |
| Returns for 10 years | 3.51 | 90.58 | 4% |
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