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HSMAX vs VISVX
HSMAX vs VISVX Comparison
Open Charts HSMAX vs VISVX
Hartford Small Cap Value A
Price$12.85
Change+$0.12 (+0.94%)
VolumeN/A
Net Assets229.56M
Vanguard Small Cap Value Index I
Price$53.52
Change+$0.30 (+0.56%)
VolumeN/A
Net Assets59.85B
HSMAX vs VISVX Comparison Chart in %
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HSMAX vs. VISVX commentary
Jan 16, 2026
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 Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.8B vs. HSMAX (230M). VISVX pays higher dividends than HSMAX: VISVX (1.84) vs HSMAX (0.88). HSMAX was incepted earlier than VISVX: HSMAX (21 years) vs VISVX (28 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 : 12.23 vs. HSMAX (4.16). VISVX return over 5 years is better than : 51.12 vs. HSMAX (19.82).
| HSMAX | VISVX | HSMAX / VISVX | |
| Total Expense Ratio | 1.31 | 0.19 | 689% |
| Annual Report Gross Expense Ratio | 1.33 | 0.19 | 700% |
| Fund Existence | 21 years | 28 years | - |
| Gain YTD | 5.936 | 5.354 | 111% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230M | 59.8B | 0% |
| Annual Yield % from dividends | 0.88 | 1.84 | 48% |
| Returns for 1 year | 4.16 | 12.23 | 34% |
| Returns for 3 years | 19.98 | 34.31 | 58% |
| Returns for 5 years | 19.82 | 51.12 | 39% |
| Returns for 10 years | 37.94 | 161.21 | 24% |
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