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HSMSX vs VSIIX
HSMSX vs VSIIX Comparison
Open Charts HSMSX vs VSIIX
Hartford Small Cap Value R4
Price$13.69
Change+$0.10 (+0.74%)
VolumeN/A
Net Assets136.63M
Vanguard Small Cap Value Index I
Price$49.14
Change+$0.22 (+0.45%)
VolumeN/A
Net Assets58.32B
HSMSX vs VSIIX Comparison Chart
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HSMSX vs. VSIIX commentary
Jan 19, 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: 58.3B vs. HSMSX (137M). 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). VSIIX annual gain was more profitable for investors over the last year : 18.50 vs. HSMSX (17.39). VSIIX return over 5 years is better than : 50.39 vs. HSMSX (33.41).
| 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 | 0.736 | 3.214 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137M | 58.3B | 0% |
| Annual Yield % from dividends | 1.21 | 2.02 | 60% |
| Returns for 1 year | 17.39 | 18.50 | 94% |
| Returns for 3 years | 3.14 | 17.06 | 18% |
| Returns for 5 years | 33.41 | 50.39 | 66% |
| Returns for 10 years | 13.34 | 109.67 | 12% |
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