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HGIRX vs VTSMX
HGIRX vs VTSMX Comparison
Open Charts HGIRX vs VTSMX
Hartford Core Equity R3
Price$57.83
Change+$0.22 (+0.38%)
VolumeN/A
Net Assets11.13B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
HGIRX vs VTSMX Comparison Chart in %
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HGIRX vs. VTSMX commentary
Jul 27, 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 HGIRX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. HGIRX (11.1B). VTSMX pays higher dividends than HGIRX: VTSMX (1.12) vs HGIRX (0.05). HGIRX was incepted earlier than VTSMX: HGIRX (19 years) vs VTSMX (33 years). HGIRX (1.08) is less costly to investors than VTSMX (0.14). HGIRX is a more actively managed with annual turnover of: 27.00 vs. VTSMX (2.00). HGIRX has a lower initial minimum investment than VTSMX: HGIRX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 17.75 vs. HGIRX (8.52). VTSMX return over 5 years is better than : 93.51 vs. HGIRX (65.65).
| HGIRX | VTSMX | HGIRX / VTSMX | |
| Total Expense Ratio | 1.08 | 0.14 | 771% |
| Annual Report Gross Expense Ratio | 1.08 | 0.14 | 771% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 7.811 | 8.287 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 1.91T | 1% |
| Annual Yield % from dividends | 0.05 | 1.12 | 4% |
| Returns for 1 year | 8.52 | 17.75 | 48% |
| Returns for 3 years | 42.25 | 60.60 | 70% |
| Returns for 5 years | 65.65 | 93.51 | 70% |
| Returns for 10 years | 141.65 | 200.97 | 70% |
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