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HSMTX vs VSIAX
HSMTX vs VSIAX Comparison
Open Charts HSMTX vs VSIAX
Hartford Small Cap Value R5
Price$12.38
Change-$0.24 (-1.90%)
VolumeN/A
Net Assets125.62M
Vanguard Small Cap Value Index Admiral
Price$80.53
Change-$1.67 (-2.03%)
VolumeN/A
Net Assets57.63B
HSMTX vs VSIAX Comparison Chart
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HSMTX vs. VSIAX commentary
Mar 11, 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 Hold and VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. HSMTX (126M). VSIAX pays higher dividends than HSMTX: VSIAX (1.98) vs HSMTX (1.66). HSMTX was incepted earlier than VSIAX: HSMTX (13 years) vs VSIAX (13 years). HSMTX (0.99) is less costly to investors than VSIAX (0.07). HSMTX is a more actively managed with annual turnover of: 46.00 vs. VSIAX (16.00). HSMTX has a lower initial minimum investment than VSIAX: HSMTX (0) vs VSIAX (3000). VSIAX (3.65) and HSMTX (3.62) have marching annual gain over last year. VSIAX return over 5 years is better than : 91.68 vs. HSMTX (77.94).
| HSMTX | VSIAX | HSMTX / VSIAX | |
| Total Expense Ratio | 0.90 | 0.07 | 1,286% |
| Annual Report Gross Expense Ratio | 0.99 | 0.07 | 1,414% |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | -6.726 | -3.487 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 57.6B | 0% |
| Annual Yield % from dividends | 1.66 | 1.98 | 84% |
| Returns for 1 year | 3.62 | 3.65 | 99% |
| Returns for 3 years | 3.63 | 14.46 | 25% |
| Returns for 5 years | 77.94 | 91.68 | 85% |
| Returns for 10 years | 1.64 | 87.04 | 2% |
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