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HSMVX vs VSIIX
HSMVX vs VSIIX Comparison
Open Charts HSMVX vs VSIIX
Hartford Small Cap Value R6
Price$14.28
Change-$0.23 (-1.59%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.51
Change-$0.61 (-1.22%)
VolumeN/A
CapitalizationN/A
HSMVX vs VSIIX Comparison Chart
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HSMVX vs. VSIIX commentary
Dec 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 HSMVX is a Hold and VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. HSMVX (137M). 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 (16.95) and VSIIX (16.22) have marching annual gain over last year. VSIIX return over 5 years is better than : 52.86 vs. HSMVX (39.87).
| 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 | 15.254 | 15.027 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137M | 63B | 0% |
| Annual Yield % from dividends | 1.59 | 2.02 | 79% |
| Returns for 1 year | 16.95 | 16.22 | 105% |
| Returns for 3 years | 12.55 | 20.66 | 61% |
| Returns for 5 years | 39.87 | 52.86 | 75% |
| Returns for 10 years | N/A | 105.75 | - |