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HSMTX vs VSIIX
HSMTX vs VSIIX Comparison
Open Charts HSMTX vs VSIIX
Hartford Small Cap Value R5
Price$13.63
Change+$0.10 (+0.74%)
VolumeN/A
Net Assets136.63M
Vanguard Small Cap Value Index I
Price$49.14
Change+$0.22 (+0.45%)
VolumeN/A
Net Assets58.32B
HSMTX vs VSIIX Comparison Chart
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VS
HSMTX vs. VSIIX commentary
Jan 19, 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 58.3B vs. HSMTX (137M). VSIIX pays higher dividends than HSMTX: VSIIX (2.02) vs HSMTX (1.49). HSMTX was incepted earlier than VSIIX: HSMTX (13 years) vs VSIIX (25 years). HSMTX is a more actively managed with annual turnover of: 52.00 vs. VSIIX (16.00). HSMTX has a lower initial minimum investment than VSIIX: HSMTX (0) vs VSIIX (5000000). VSIIX (18.50) and HSMTX (17.61) have marching annual gain over last year. VSIIX return over 5 years is better than : 50.39 vs. HSMTX (34.99).
| HSMTX | VSIIX | HSMTX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 0.739 | 3.214 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137M | 58.3B | 0% |
| Annual Yield % from dividends | 1.49 | 2.02 | 74% |
| Returns for 1 year | 17.61 | 18.50 | 95% |
| Returns for 3 years | 4.04 | 17.06 | 24% |
| Returns for 5 years | 34.99 | 50.39 | 69% |
| Returns for 10 years | 15.55 | 109.67 | 14% |
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