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HSMTX vs VSIIX
HSMTX vs VSIIX Comparison
Open Charts HSMTX vs VSIIX
Hartford Small Cap Value R5
Price$13.68
Change-$0.59 (-4.13%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.64
Change-$1.87 (-3.78%)
VolumeN/A
CapitalizationN/A
HSMTX vs VSIIX Comparison Chart
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HSMTX vs. VSIIX 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 VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. HSMTX (135M). 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). HSMTX (16.76) and VSIIX (16.22) have marching annual gain over last year. VSIIX return over 5 years is better than : 52.86 vs. HSMTX (39.44).
| 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 | 15.081 | 15.027 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 63B | 0% |
| Annual Yield % from dividends | 1.49 | 2.02 | 74% |
| Returns for 1 year | 16.76 | 16.22 | 103% |
| Returns for 3 years | 12.15 | 20.66 | 59% |
| Returns for 5 years | 39.44 | 52.86 | 75% |
| Returns for 10 years | 17.57 | 105.75 | 17% |