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HSMYX vs VISVX
HSMYX vs VISVX Comparison
Open Charts HSMYX vs VISVX
Hartford Small Cap Value Y
Price$11.54
Change+$0.81 (+7.55%)
VolumeN/A
Net Assets152.45M
Vanguard Small Cap Value Index I
Price$42.40
Change+$3.34 (+8.55%)
VolumeN/A
Net Assets53.62B
HSMYX vs VISVX Comparison Chart
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HSMYX vs. VISVX commentary
Apr 10, 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 HSMYX is a Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 53.6B vs. HSMYX (152M). VISVX pays higher dividends than HSMYX: VISVX (2.14) vs HSMYX (1.81). HSMYX was incepted earlier than VISVX: HSMYX (20 years) vs VISVX (27 years). HSMYX (0.98) is less costly to investors than VISVX (0.19). HSMYX is a more actively managed with annual turnover of: 46.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than HSMYX: VISVX (3000) vs HSMYX (250000). HSMYX (-13.18) and VISVX (-13.30) have marching annual gain over last year. VISVX return over 5 years is better than : 69.67 vs. HSMYX (56.16).
| HSMYX | VISVX | HSMYX / VISVX | |
| Total Expense Ratio | 0.85 | 0.19 | 447% |
| Annual Report Gross Expense Ratio | 0.98 | 0.19 | 516% |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | -20.460 | -17.709 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 53.6B | 0% |
| Annual Yield % from dividends | 1.81 | 2.14 | 85% |
| Returns for 1 year | -13.18 | -13.30 | 99% |
| Returns for 3 years | -10.43 | -3.75 | 278% |
| Returns for 5 years | 56.16 | 69.67 | 81% |
| Returns for 10 years | -15.14 | 54.64 | -28% |