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HSMTX vs VSIAX
HSMTX vs VSIAX Comparison
Open Charts HSMTX vs VSIAX
Hartford Small Cap Value R5
Price$13.68
Change-$0.59 (-4.13%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.23
Change-$3.35 (-3.78%)
VolumeN/A
CapitalizationN/A
HSMTX vs VSIAX Comparison Chart
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HSMTX vs. VSIAX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. HSMTX (135M). VSIAX pays higher dividends than HSMTX: VSIAX (2.01) vs HSMTX (1.49). HSMTX was incepted earlier than VSIAX: HSMTX (13 years) vs VSIAX (13 years). HSMTX is a more actively managed with annual turnover of: 52.00 vs. VSIAX (16.00). HSMTX has a lower initial minimum investment than VSIAX: HSMTX (0) vs VSIAX (3000). HSMTX (16.76) and VSIAX (16.23) have marching annual gain over last year. VSIAX return over 5 years is better than : 52.83 vs. HSMTX (39.44).
| HSMTX | VSIAX | HSMTX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 15.081 | 15.031 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 63B | 0% |
| Annual Yield % from dividends | 1.49 | 2.01 | 74% |
| Returns for 1 year | 16.76 | 16.23 | 103% |
| Returns for 3 years | 12.15 | 20.67 | 59% |
| Returns for 5 years | 39.44 | 52.83 | 75% |
| Returns for 10 years | 17.57 | 105.65 | 17% |
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