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HSMTX vs VSIIX
HSMTX vs VSIIX Comparison
Open Charts HSMTX vs VSIIX
Hartford Small Cap Value R5
Price$13.00
Change-$0.09 (-0.69%)
VolumeN/A
Net Assets180.8M
Vanguard Small Cap Value Index I
Price$48.14
Change-$0.05 (-0.10%)
VolumeN/A
Net Assets55.61B
HSMTX vs VSIIX Comparison Chart in %
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VS
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HSMTX vs. VSIIX commentary
Jul 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 Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 55.6B vs. HSMTX (181M). VSIIX pays higher dividends than HSMTX: VSIIX (2.12) vs HSMTX (1.74). HSMTX was incepted earlier than VSIIX: HSMTX (14 years) vs VSIIX (26 years). HSMTX (1.01) 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 : 3.49 vs. HSMTX (-1.29). VSIIX return over 5 years is better than : 87.70 vs. HSMTX (71.58).
| HSMTX | VSIIX | HSMTX / VSIIX | |
| Total Expense Ratio | 0.91 | 0.06 | 1,517% |
| Annual Report Gross Expense Ratio | 1.01 | 0.06 | 1,683% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -3.252 | 1.513 | -215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 181M | 55.6B | 0% |
| Annual Yield % from dividends | 1.74 | 2.12 | 82% |
| Returns for 1 year | -1.29 | 3.49 | -37% |
| Returns for 3 years | 20.37 | 34.58 | 59% |
| Returns for 5 years | 71.58 | 87.70 | 82% |
| Returns for 10 years | 3.82 | 95.21 | 4% |
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