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HSMTX vs VSIIX
HSMTX vs VSIIX Comparison
Open Charts HSMTX vs VSIIX
Hartford Small Cap Value R5
Price$13.16
Change-$0.26 (-1.94%)
VolumeN/A
Net Assets131.3M
Vanguard Small Cap Value Index I
Price$47.47
Change-$1.09 (-2.24%)
VolumeN/A
Net Assets60.22B
HSMTX vs VSIIX Comparison Chart
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HSMTX vs. VSIIX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 60.2B vs. HSMTX (131M). 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 (10.28) and VSIIX (9.99) have marching annual gain over last year. VSIIX return over 5 years is better than : 47.63 vs. HSMTX (37.52).
| 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 | -2.735 | -0.294 | 930% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131M | 60.2B | 0% |
| Annual Yield % from dividends | 1.49 | 2.02 | 74% |
| Returns for 1 year | 10.28 | 9.99 | 103% |
| Returns for 3 years | 6.48 | 17.99 | 36% |
| Returns for 5 years | 37.52 | 47.63 | 79% |
| Returns for 10 years | 5.52 | 90.58 | 6% |