Ad is loading...
HSMVX vs VSIIX
HSMVX vs VSIIX Comparison
Open Charts HSMVX vs VSIIX
Hartford Small Cap Value R6
Price$13.15
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
HSMVX vs VSIIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HSMVX 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 HSMVX is a Hold and VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 60.2B vs. HSMVX (131M). VSIIX pays higher dividends than HSMVX: VSIIX (2.02) vs HSMVX (1.59). HSMVX was incepted earlier than VSIIX: HSMVX (7 years) vs VSIIX (25 years). HSMVX is a more actively managed with annual turnover of: 52.00 vs. VSIIX (16.00). HSMVX has a lower initial minimum investment than VSIIX: HSMVX (0) vs VSIIX (5000000). HSMVX (10.40) and VSIIX (9.99) have marching annual gain over last year. VSIIX return over 5 years is better than : 47.63 vs. HSMVX (37.95).
| HSMVX | VSIIX | HSMVX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | -2.737 | -0.294 | 931% |
| 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 | 1.59 | 2.02 | 79% |
| Returns for 1 year | 10.40 | 9.99 | 104% |
| Returns for 3 years | 6.87 | 17.99 | 38% |
| Returns for 5 years | 37.95 | 47.63 | 80% |
| Returns for 10 years | N/A | 90.58 | - |