HSMAX
Price
$12.33
Change
+$0.04 (+0.33%)
Updated
Jul 25 closing price
Net Assets
181.68M
VSIIX
Price
$48.85
Change
+$0.26 (+0.54%)
Updated
Jul 25 closing price
Net Assets
55.61B
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HSMAX vs VSIIX

Header iconHSMAX vs VSIIX Comparison
Open Charts HSMAX vs VSIIXBanner chart's image
Hartford Small Cap Value A
Price$12.33
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets181.68M
Vanguard Small Cap Value Index I
Price$48.85
Change+$0.26 (+0.54%)
VolumeN/A
Net Assets55.61B
HSMAX vs VSIIX Comparison Chart in %
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VS
HSMAX vs. VSIIX commentary
Jul 28, 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.

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FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 55.6B vs. HSMAX (182M). 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 : 5.59 vs. HSMAX (-0.82). VSIIX return over 5 years is better than : 89.04 vs. HSMAX (64.93).
HSMAXVSIIXHSMAX / VSIIX
Total Expense Ratio1.310.062,183%
Annual Report Gross Expense Ratio1.330.062,217%
Fund Existence21 years26 years-
Gain YTD-2.7602.903-95%
Front Load6%N/A-
Min. Initial Investment200050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets182M55.6B0%
Annual Yield % from dividends1.432.1267%
Returns for 1 year-0.825.59-15%
Returns for 3 years14.3831.0946%
Returns for 5 years64.9389.0473%
Returns for 10 years1.71102.892%
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