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HSMAX vs VSIIX
HSMAX vs VSIIX Comparison
Open Charts HSMAX vs VSIIX
Hartford Small Cap Value A
Price$12.10
Change-$0.16 (-1.31%)
VolumeN/A
Net Assets183.52M
Vanguard Small Cap Value Index I
Price$49.49
Change-$0.69 (-1.38%)
VolumeN/A
Net Assets58.35B
HSMAX vs VSIIX Comparison Chart in %
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HSMAX vs. VSIIX commentary
Nov 14, 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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 58.3B vs. HSMAX (184M). VSIIX pays higher dividends than HSMAX: VSIIX (2.03) vs HSMAX (1.37). HSMAX was incepted earlier than VSIIX: HSMAX (21 years) vs VSIIX (26 years). HSMAX (1.33) is less costly to investors than VSIIX (0.06). HSMAX is a more actively managed with annual turnover of: 46.00 vs. VSIIX (16.00). HSMAX has a lower initial minimum investment than VSIIX: HSMAX (2000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : -0.54 vs. HSMAX (-10.29). VSIIX return over 5 years is better than : 65.22 vs. HSMAX (33.57).
| HSMAX | VSIIX | HSMAX / VSIIX | |
| Total Expense Ratio | 1.31 | 0.06 | 2,183% |
| Annual Report Gross Expense Ratio | 1.33 | 0.06 | 2,217% |
| Fund Existence | 21 years | 26 years | - |
| Gain YTD | -4.574 | 5.810 | -79% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 58.3B | 0% |
| Annual Yield % from dividends | 1.37 | 2.03 | 67% |
| Returns for 1 year | -10.29 | -0.54 | 1,916% |
| Returns for 3 years | 7.19 | 27.41 | 26% |
| Returns for 5 years | 33.57 | 65.22 | 51% |
| Returns for 10 years | 5.08 | 117.27 | 4% |
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