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HTSCX vs VSIIX
HTSCX vs VSIIX Comparison
Open Charts HTSCX vs VSIIX
Hartford Small Cap Value C
Price$9.30
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets165.52M
Vanguard Small Cap Value Index I
Price$44.62
Change+$0.05 (+0.11%)
VolumeN/A
Net Assets51.69B
HTSCX vs VSIIX Comparison Chart
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HTSCX vs. VSIIX commentary
May 12, 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 HTSCX is a StrongBuy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 51.7B vs. HTSCX (166M). VSIIX pays higher dividends than HTSCX: VSIIX (2.35) vs HTSCX (0.79). HTSCX was incepted earlier than VSIIX: HTSCX (20 years) vs VSIIX (25 years). HTSCX (2.14) is less costly to investors than VSIIX (0.06). HTSCX is a more actively managed with annual turnover of: 46.00 vs. VSIIX (16.00). HTSCX has a lower initial minimum investment than VSIIX: HTSCX (2000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : -0.85 vs. HTSCX (-6.25). VSIIX return over 5 years is better than : 88.68 vs. HTSCX (54.53).
| HTSCX | VSIIX | HTSCX / VSIIX | |
| Total Expense Ratio | 2.06 | 0.06 | 3,433% |
| Annual Report Gross Expense Ratio | 2.14 | 0.06 | 3,567% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | -11.932 | -6.125 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 166M | 51.7B | 0% |
| Annual Yield % from dividends | 0.79 | 2.35 | 34% |
| Returns for 1 year | -6.25 | -0.85 | 735% |
| Returns for 3 years | -1.21 | 18.99 | -6% |
| Returns for 5 years | 54.53 | 88.68 | 61% |
| Returns for 10 years | -22.22 | 79.27 | -28% |
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