Interact to see
Advertisement
Advertisement
HSMAX vs VSIIX
HSMAX vs VSIIX Comparison
Open Charts HSMAX vs VSIIX
Hartford Small Cap Value A
Price$12.32
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets184.29M
Vanguard Small Cap Value Index I
Price$49.44
Change+$0.15 (+0.30%)
VolumeN/A
Net Assets59.14B
HSMAX vs VSIIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HSMAX vs. VSIIX commentary
Oct 19, 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: 59.1B vs. HSMAX (184M). VSIIX pays higher dividends than HSMAX: VSIIX (2.01) vs HSMAX (1.32). 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 : 1.02 vs. HSMAX (-4.24). VSIIX return over 5 years is better than : 75.95 vs. HSMAX (51.47).
| 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 | -2.839 | 4.250 | -67% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 59.1B | 0% |
| Annual Yield % from dividends | 1.32 | 2.01 | 66% |
| Returns for 1 year | -4.24 | 1.02 | -414% |
| Returns for 3 years | 18.51 | 36.26 | 51% |
| Returns for 5 years | 51.47 | 75.95 | 68% |
| Returns for 10 years | 6.64 | 109.65 | 6% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers