Ad is loading...
HSMTX vs VSIAX
HSMTX vs VSIAX Comparison
Open Charts HSMTX vs VSIAX
Hartford Small Cap Value R5
Price$11.54
Change+$0.15 (+1.32%)
VolumeN/A
Net Assets156.83M
Vanguard Small Cap Value Index Admiral
Price$75.74
Change+$0.88 (+1.18%)
VolumeN/A
Net Assets53.62B
HSMTX vs VSIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HSMTX vs. VSIAX commentary
Apr 24, 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 StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 53.6B vs. HSMTX (157M). VSIAX pays higher dividends than HSMTX: VSIAX (2.27) vs HSMTX (1.76). HSMTX was incepted earlier than VSIAX: HSMTX (14 years) vs VSIAX (14 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 annual gain was more profitable for investors over the last year : -4.25 vs. HSMTX (-5.95). VSIAX return over 5 years is better than : 90.37 vs. HSMTX (75.01).
| 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 | 14 years | 14 years | - |
| Gain YTD | -15.817 | -11.960 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157M | 53.6B | 0% |
| Annual Yield % from dividends | 1.76 | 2.27 | 78% |
| Returns for 1 year | -5.95 | -4.25 | 140% |
| Returns for 3 years | -5.81 | 3.74 | -155% |
| Returns for 5 years | 75.01 | 90.37 | 83% |
| Returns for 10 years | -10.63 | 65.51 | -16% |
View a ticker or compare two or three
VS
VS
Ad is loading...