HSMTX
Price
$13.79
Change
+$0.23 (+1.70%)
Updated
Sep 4 closing price
Net Assets
186.89M
VISVX
Price
$50.57
Change
+$0.21 (+0.42%)
Updated
Sep 5 closing price
Net Assets
59.22B
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HSMTX vs VISVX

Header iconHSMTX vs VISVX Comparison
Open Charts HSMTX vs VISVXBanner chart's image
Hartford Small Cap Value R5
Price$13.79
Change+$0.23 (+1.70%)
VolumeN/A
Net Assets186.89M
Vanguard Small Cap Value Index I
Price$50.57
Change+$0.21 (+0.42%)
VolumeN/A
Net Assets59.22B
HSMTX vs VISVX Comparison Chart in %
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HSMTX vs. VISVX commentary
Sep 07, 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 HSMTX is a Buy and VISVX is a Buy.

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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.2B vs. HSMTX (187M). VISVX pays higher dividends than HSMTX: VISVX (1.86) vs HSMTX (1.61). HSMTX was incepted earlier than VISVX: HSMTX (14 years) vs VISVX (27 years). HSMTX (1.01) is less costly to investors than VISVX (0.19). HSMTX is a more actively managed with annual turnover of: 46.00 vs. VISVX (16.00). HSMTX has a lower initial minimum investment than VISVX: HSMTX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 9.73 vs. HSMTX (4.84). VISVX return over 5 years is better than : 85.43 vs. HSMTX (67.33).
HSMTXVISVXHSMTX / VISVX
Total Expense Ratio0.910.19479%
Annual Report Gross Expense Ratio1.010.19532%
Fund Existence14 years27 years-
Gain YTD1.9226.22231%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets187M59.2B0%
Annual Yield % from dividends1.611.8687%
Returns for 1 year4.849.7350%
Returns for 3 years27.4836.0176%
Returns for 5 years67.3385.4379%
Returns for 10 years18.46116.5216%
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