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HSMSX vs VSIIX
HSMSX vs VSIIX Comparison
Open Charts HSMSX vs VSIIX
Hartford Small Cap Value R4
Price$12.26
Change-$0.06 (-0.49%)
VolumeN/A
Net Assets170.1M
Vanguard Small Cap Value Index I
Price$45.58
Change-$0.22 (-0.48%)
VolumeN/A
Net Assets51.69B
HSMSX vs VSIIX Comparison Chart
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HSMSX vs. VSIIX commentary
Jun 06, 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: 51.7B vs. HSMSX (170M). 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 : 4.14 vs. HSMSX (-2.06). VSIIX return over 5 years is better than : 66.01 vs. HSMSX (42.72).
| 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 | -9.345 | -3.643 | 257% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 51.7B | 0% |
| Annual Yield % from dividends | 1.47 | 2.24 | 66% |
| Returns for 1 year | -2.06 | 4.14 | -50% |
| Returns for 3 years | 2.29 | 14.97 | 15% |
| Returns for 5 years | 42.72 | 66.01 | 65% |
| Returns for 10 years | -4.38 | 82.47 | -5% |
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