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HSMTX vs VSIIX
HSMTX vs VSIIX Comparison
Open Charts HSMTX vs VSIIX
Hartford Small Cap Value R5
Price$14.44
Change-$0.05 (-0.35%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.71
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
HSMTX vs VSIIX Comparison Chart
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VS
VS
HSMTX vs. VSIIX commentary
Nov 18, 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 StrongSell and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. HSMTX (133M). 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 (29.53) and VSIIX (28.76) have marching annual gain over last year. VSIIX return over 5 years is better than : 57.48 vs. HSMTX (36.80).
| 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 | 16.452 | 15.492 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133M | 57.6B | 0% |
| Annual Yield % from dividends | 1.49 | 2.02 | 74% |
| Returns for 1 year | 29.53 | 28.76 | 103% |
| Returns for 3 years | 0.62 | 13.30 | 5% |
| Returns for 5 years | 36.80 | 57.48 | 64% |
| Returns for 10 years | 9.22 | 108.84 | 8% |
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