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HBGIX vs VTSMX
HBGIX vs VTSMX Comparison
Open Charts HBGIX vs VTSMX
Hartford Disciplined Equity HLS IB
Price$22.80
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets3.06B
Vanguard Total Stock Mkt Idx I
Price$163.42
Change+$0.09 (+0.06%)
VolumeN/A
Net Assets2.05T
HBGIX vs VTSMX Comparison Chart in %
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HBGIX vs. VTSMX commentary
Nov 14, 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 StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. HBGIX (3.06B). VTSMX pays higher dividends than HBGIX: VTSMX (1.02) vs HBGIX (0.27). HBGIX was incepted earlier than VTSMX: HBGIX (27 years) vs VTSMX (34 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 : 13.42 vs. HBGIX (0.70). VTSMX return over 5 years is better than : 83.98 vs. HBGIX (42.22).
| 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 | 34 years | - |
| Gain YTD | 3.114 | 15.972 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.06B | 2.05T | 0% |
| Annual Yield % from dividends | 0.27 | 1.02 | 27% |
| Returns for 1 year | 0.70 | 13.42 | 5% |
| Returns for 3 years | 43.83 | 68.22 | 64% |
| Returns for 5 years | 42.22 | 83.98 | 50% |
| Returns for 10 years | 59.30 | 235.40 | 25% |
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