HBGIX
Price
$22.96
Change
+$0.63 (+2.82%)
Updated
Feb 3 closing price
Net Assets
3.03B
VFIAX
Price
$639.05
Change
+$17.29 (+2.78%)
Updated
Feb 3 closing price
Net Assets
1.47T
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HBGIX vs VFIAX

Header iconHBGIX vs VFIAX Comparison
Open Charts HBGIX vs VFIAXBanner chart's image
Hartford Disciplined Equity HLS IB
Price$22.96
Change+$0.63 (+2.82%)
VolumeN/A
Net Assets3.03B
Vanguard 500 Index Admiral
Price$639.05
Change+$17.29 (+2.78%)
VolumeN/A
Net Assets1.47T
HBGIX vs VFIAX Comparison Chart in %
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HBGIX vs. VFIAX commentary
Feb 04, 2026

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 HBGIX is a StrongBuy and VFIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. HBGIX (3.03B). VFIAX pays higher dividends than HBGIX: VFIAX (1.10) vs HBGIX (0.15). HBGIX was incepted earlier than VFIAX: HBGIX (28 years) vs VFIAX (25 years). HBGIX (0.84) is less costly to investors than VFIAX (0.04). HBGIX is a more actively managed with annual turnover of: 27.00 vs. VFIAX (2.00). HBGIX has a lower initial minimum investment than VFIAX: HBGIX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 15.49 vs. HBGIX (1.71). VFIAX return over 5 years is better than : 78.94 vs. HBGIX (33.29).
HBGIXVFIAXHBGIX / VFIAX
Total Expense Ratio0.840.042,100%
Annual Report Gross Expense Ratio0.840.042,100%
Fund Existence28 years25 years-
Gain YTD1.1451.141100%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.03B1.48T0%
Annual Yield % from dividends0.151.1013%
Returns for 1 year1.7115.4911%
Returns for 3 years41.3267.5661%
Returns for 5 years33.2978.9442%
Returns for 10 years69.76268.6126%
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