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HSMTX vs VSIIX
HSMTX vs VSIIX Comparison
Open Charts HSMTX vs VSIIX
Hartford Small Cap Value R5
Price$11.54
Change+$0.15 (+1.32%)
VolumeN/A
Net Assets156.83M
Vanguard Small Cap Value Index I
Price$42.34
Change+$0.50 (+1.20%)
VolumeN/A
Net Assets53.62B
HSMTX vs VSIIX Comparison Chart
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HSMTX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 53.6B vs. HSMTX (157M). VSIIX pays higher dividends than HSMTX: VSIIX (2.28) vs HSMTX (1.76). HSMTX was incepted earlier than VSIIX: HSMTX (14 years) vs VSIIX (25 years). HSMTX (0.99) is less costly to investors than VSIIX (0.06). HSMTX is a more actively managed with annual turnover of: 46.00 vs. VSIIX (16.00). HSMTX has a lower initial minimum investment than VSIIX: HSMTX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : -4.26 vs. HSMTX (-5.95). VSIIX return over 5 years is better than : 90.33 vs. HSMTX (75.01).
| HSMTX | VSIIX | HSMTX / VSIIX | |
| Total Expense Ratio | 0.90 | 0.06 | 1,500% |
| Annual Report Gross Expense Ratio | 0.99 | 0.06 | 1,650% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | -15.817 | -11.974 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157M | 53.6B | 0% |
| Annual Yield % from dividends | 1.76 | 2.28 | 77% |
| Returns for 1 year | -5.95 | -4.26 | 140% |
| Returns for 3 years | -5.81 | 3.75 | -155% |
| Returns for 5 years | 75.01 | 90.33 | 83% |
| Returns for 10 years | -10.63 | 65.56 | -16% |
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