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HSMAX vs VISVX
HSMAX vs VISVX Comparison
Open Charts HSMAX vs VISVX
Hartford Small Cap Value A
Price$11.35
Change-$0.28 (-2.41%)
VolumeN/A
Net Assets168.95M
Vanguard Small Cap Value Index I
Price$45.41
Change-$0.73 (-1.58%)
VolumeN/A
Net Assets54.02B
HSMAX vs VISVX Comparison Chart
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HSMAX vs. VISVX commentary
Jun 16, 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 Hold and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. HSMAX (169M). VISVX pays higher dividends than HSMAX: VISVX (2.11) vs HSMAX (1.47). HSMAX was incepted earlier than VISVX: HSMAX (20 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 : 3.80 vs. HSMAX (-1.26). VISVX return over 5 years is better than : 80.48 vs. HSMAX (56.00).
| HSMAX | VISVX | HSMAX / VISVX | |
| Total Expense Ratio | 1.31 | 0.19 | 689% |
| Annual Report Gross Expense Ratio | 1.33 | 0.19 | 700% |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | -10.489 | -4.331 | 242% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169M | 54B | 0% |
| Annual Yield % from dividends | 1.47 | 2.11 | 70% |
| Returns for 1 year | -1.26 | 3.80 | -33% |
| Returns for 3 years | 10.09 | 26.12 | 39% |
| Returns for 5 years | 56.00 | 80.48 | 70% |
| Returns for 10 years | -9.52 | 80.06 | -12% |
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