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HBGIX vs VTSMX
HBGIX vs VTSMX Comparison
Open Charts HBGIX vs VTSMX
Hartford Disciplined Equity HLS IB
Price$23.91
Change-$0.14 (-0.58%)
VolumeN/A
Net Assets2.98B
Vanguard Total Stock Mkt Idx I
Price$153.12
Change-$0.93 (-0.60%)
VolumeN/A
Net Assets1.91T
HBGIX vs VTSMX Comparison Chart in %
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HBGIX vs. VTSMX commentary
Aug 20, 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: 1.91T vs. HBGIX (2.98B). VTSMX pays higher dividends than HBGIX: VTSMX (1.09) vs HBGIX (0.31). 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 : 16.00 vs. HBGIX (8.56). VTSMX return over 5 years is better than : 85.57 vs. HBGIX (48.60).
| 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 | 8.092 | 9.302 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.98B | 1.91T | 0% |
| Annual Yield % from dividends | 0.31 | 1.09 | 28% |
| Returns for 1 year | 8.56 | 16.00 | 53% |
| Returns for 3 years | 34.48 | 49.89 | 69% |
| Returns for 5 years | 48.60 | 85.57 | 57% |
| Returns for 10 years | 67.77 | 221.45 | 31% |
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