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HSMAX vs VSIIX
HSMAX vs VSIIX Comparison
Open Charts HSMAX vs VSIIX
Hartford Small Cap Value A
Price$12.33
Change+$0.09 (+0.74%)
VolumeN/A
Net Assets182.64M
Vanguard Small Cap Value Index I
Price$48.44
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
HSMAX vs VSIIX Comparison Chart in %
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HSMAX vs. VSIIX commentary
Jul 07, 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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. HSMAX (183M). VSIIX pays higher dividends than HSMAX: VSIIX (2.12) vs HSMAX (1.43). 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 : 11.69 vs. HSMAX (6.54). VSIIX return over 5 years is better than : 94.15 vs. HSMAX (71.27).
| 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 | -2.760 | 2.040 | -135% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 54B | 0% |
| Annual Yield % from dividends | 1.43 | 2.12 | 67% |
| Returns for 1 year | 6.54 | 11.69 | 56% |
| Returns for 3 years | 19.04 | 34.90 | 55% |
| Returns for 5 years | 71.27 | 94.15 | 76% |
| Returns for 10 years | 0.01 | 96.60 | 0% |
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