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HSMTX vs VSIIX
HSMTX vs VSIIX Comparison
Open Charts HSMTX vs VSIIX
Hartford Small Cap Value R5
Price$13.91
Change+$0.03 (+0.22%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.20
Change+$0.02 (+0.04%)
VolumeN/A
CapitalizationN/A
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VS
VS
HSMTX vs VSIIX Comparison Chart
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HSMTX vs. VSIIX commentary
Oct 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 Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 58.3B vs. HSMTX (127M). 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). VSIIX annual gain was more profitable for investors over the last year : 31.65 vs. HSMTX (28.17). VSIIX return over 5 years is better than : 62.11 vs. HSMTX (38.35).
| 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 | 12.177 | 14.307 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127M | 58.3B | 0% |
| Annual Yield % from dividends | 1.49 | 2.02 | 74% |
| Returns for 1 year | 28.17 | 31.65 | 89% |
| Returns for 3 years | 3.33 | 17.48 | 19% |
| Returns for 5 years | 38.35 | 62.11 | 62% |
| Returns for 10 years | 12.23 | 122.24 | 10% |
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