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HSMAX vs VSIIX
HSMAX vs VSIIX Comparison
Open Charts HSMAX vs VSIIX
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$53.60
Change+$0.30 (+0.56%)
VolumeN/A
Net Assets59.85B
HSMAX vs VSIIX Comparison Chart in %
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HSMAX vs. VSIIX 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 VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.8B vs. HSMAX (230M). VSIIX pays higher dividends than HSMAX: VSIIX (1.96) vs HSMAX (0.88). 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 : 12.27 vs. HSMAX (4.16). VSIIX return over 5 years is better than : 51.30 vs. HSMAX (19.82).
| 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 | 5.936 | 5.346 | 111% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230M | 59.8B | 0% |
| Annual Yield % from dividends | 0.88 | 1.96 | 45% |
| Returns for 1 year | 4.16 | 12.27 | 34% |
| Returns for 3 years | 19.98 | 34.42 | 58% |
| Returns for 5 years | 19.82 | 51.30 | 39% |
| Returns for 10 years | 37.94 | 162.01 | 23% |
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