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HBGIX vs VTSMX
HBGIX vs VTSMX Comparison
Open Charts HBGIX vs VTSMX
Hartford Disciplined Equity HLS IB
Price$22.95
Change+$0.07 (+0.31%)
VolumeN/A
Net Assets3.04B
Vanguard Total Stock Mkt Idx I
Price$165.40
Change+$0.51 (+0.31%)
VolumeN/A
Net Assets2.06T
HBGIX vs VTSMX Comparison Chart in %
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HBGIX vs. VTSMX commentary
Dec 26, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. HBGIX (3.04B). VTSMX pays higher dividends than HBGIX: VTSMX (1.02) vs HBGIX (0.27). HBGIX was incepted earlier than VTSMX: HBGIX (28 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 : 14.42 vs. HBGIX (1.18). VTSMX return over 5 years is better than : 76.81 vs. HBGIX (38.57).
| HBGIX | VTSMX | HBGIX / VTSMX | |
| Total Expense Ratio | 0.84 | 0.14 | 600% |
| Annual Report Gross Expense Ratio | 0.84 | 0.14 | 600% |
| Fund Existence | 28 years | 34 years | - |
| Gain YTD | 3.792 | 17.377 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.04B | 2.06T | 0% |
| Annual Yield % from dividends | 0.27 | 1.02 | 27% |
| Returns for 1 year | 1.18 | 14.42 | 8% |
| Returns for 3 years | 49.37 | 78.00 | 63% |
| Returns for 5 years | 38.57 | 76.81 | 50% |
| Returns for 10 years | 54.56 | 234.96 | 23% |
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