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HBGIX vs VTSMX
HBGIX vs VTSMX Comparison
Open Charts HBGIX vs VTSMX
Hartford Disciplined Equity HLS IB
Price$23.42
Change+$0.21 (+0.90%)
VolumeN/A
Net Assets2.97B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
HBGIX vs VTSMX Comparison Chart in %
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HBGIX vs. VTSMX commentary
Jul 07, 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 HBGIX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. HBGIX (2.97B). VTSMX pays higher dividends than HBGIX: VTSMX (1.12) vs HBGIX (0.32). HBGIX was incepted earlier than VTSMX: HBGIX (27 years) vs VTSMX (33 years). HBGIX (0.84) is less costly to investors than VTSMX (0.14). HBGIX is a more actively managed with annual turnover of: 27.00 vs. VTSMX (2.00). HBGIX has a lower initial minimum investment than VTSMX: HBGIX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. HBGIX (7.36). VTSMX return over 5 years is better than : 95.59 vs. HBGIX (57.62).
| HBGIX | VTSMX | HBGIX / VTSMX | |
| Total Expense Ratio | 0.84 | 0.14 | 600% |
| Annual Report Gross Expense Ratio | 0.84 | 0.14 | 600% |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | 5.877 | 6.421 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.97B | 1.82T | 0% |
| Annual Yield % from dividends | 0.32 | 1.12 | 28% |
| Returns for 1 year | 7.36 | 13.89 | 53% |
| Returns for 3 years | 45.66 | 62.08 | 74% |
| Returns for 5 years | 57.62 | 95.59 | 60% |
| Returns for 10 years | 12.44 | 198.05 | 6% |
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