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HSMFX vs VSIIX
HSMFX vs VSIIX Comparison
Open Charts HSMFX vs VSIIX
Hartford Small Cap Value F
Price$11.36
Change-$0.29 (-2.49%)
VolumeN/A
Net Assets168.95M
Vanguard Small Cap Value Index I
Price$45.48
Change-$0.74 (-1.60%)
VolumeN/A
Net Assets54.02B
HSMFX vs VSIIX Comparison Chart
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HSMFX vs. VSIIX commentary
Jun 16, 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 HSMFX is a Hold and VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. HSMFX (169M). VSIIX pays higher dividends than HSMFX: VSIIX (2.24) vs HSMFX (2.01). HSMFX was incepted earlier than VSIIX: HSMFX (8 years) vs VSIIX (26 years). HSMFX (0.89) is less costly to investors than VSIIX (0.06). HSMFX is a more actively managed with annual turnover of: 46.00 vs. VSIIX (16.00). HSMFX has a lower initial minimum investment than VSIIX: HSMFX (1000000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 3.81 vs. HSMFX (-0.84). VSIIX return over 5 years is better than : 80.64 vs. HSMFX (59.11).
| HSMFX | VSIIX | HSMFX / VSIIX | |
| Total Expense Ratio | 0.81 | 0.06 | 1,350% |
| Annual Report Gross Expense Ratio | 0.89 | 0.06 | 1,483% |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | -10.339 | -4.316 | 240% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169M | 54B | 0% |
| Annual Yield % from dividends | 2.01 | 2.24 | 90% |
| Returns for 1 year | -0.84 | 3.81 | -22% |
| Returns for 3 years | 11.77 | 26.18 | 45% |
| Returns for 5 years | 59.11 | 80.64 | 73% |
| Returns for 10 years | N/A | 80.51 | - |