HSMAX
Price
$12.89
Change
-$0.03 (-0.23%)
Updated
Sep 8 closing price
Net Assets
186.64M
VISVX
Price
$50.50
Change
-$0.07 (-0.14%)
Updated
Sep 8 closing price
Net Assets
59.22B
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HSMAX vs VISVX

Header iconHSMAX vs VISVX Comparison
Open Charts HSMAX vs VISVXBanner chart's image
Hartford Small Cap Value A
Price$12.89
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets186.64M
Vanguard Small Cap Value Index I
Price$50.50
Change-$0.07 (-0.14%)
VolumeN/A
Net Assets59.22B
HSMAX vs VISVX Comparison Chart in %
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HSMAX vs. VISVX commentary
Sep 09, 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 HSMAX is a Buy and VISVX is a Buy.

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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.2B vs. HSMAX (187M). VISVX pays higher dividends than HSMAX: VISVX (1.86) vs HSMAX (1.32). HSMAX was incepted earlier than VISVX: HSMAX (21 years) vs VISVX (27 years). HSMAX (1.33) is less costly to investors than VISVX (0.19). HSMAX is a more actively managed with annual turnover of: 46.00 vs. VISVX (16.00). HSMAX has a lower initial minimum investment than VISVX: HSMAX (2000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 10.19 vs. HSMAX (4.51). VISVX return over 5 years is better than : 86.20 vs. HSMAX (63.25).
HSMAXVISVXHSMAX / VISVX
Total Expense Ratio1.310.19689%
Annual Report Gross Expense Ratio1.330.19700%
Fund Existence21 years27 years-
Gain YTD1.8936.66528%
Front Load6%N/A-
Min. Initial Investment2000300067%
Min. Initial Investment IRAN/AN/A-
Net Assets187M59.2B0%
Annual Yield % from dividends1.321.8671%
Returns for 1 year4.5110.1944%
Returns for 3 years25.3236.5869%
Returns for 5 years63.2586.2073%
Returns for 10 years12.02117.4210%
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