HSMRX
Price
$13.57
Change
+$0.23 (+1.72%)
Updated
Sep 4 closing price
Net Assets
187.12M
VSIIX
Price
$50.65
Change
+$0.21 (+0.42%)
Updated
Sep 5 closing price
Net Assets
59.22B
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HSMRX vs VSIIX

Header iconHSMRX vs VSIIX Comparison
Open Charts HSMRX vs VSIIXBanner chart's image
Hartford Small Cap Value R3
Price$13.57
Change+$0.23 (+1.72%)
VolumeN/A
Net Assets187.12M
Vanguard Small Cap Value Index I
Price$50.65
Change+$0.21 (+0.42%)
VolumeN/A
Net Assets59.22B
HSMRX vs VSIIX Comparison Chart in %
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VS
HSMRX vs. VSIIX commentary
Sep 08, 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 HSMRX is a Buy and VSIIX is a Buy.

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FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.2B vs. HSMRX (187M). VSIIX pays higher dividends than HSMRX: VSIIX (1.98) vs HSMRX (1.06). HSMRX was incepted earlier than VSIIX: HSMRX (14 years) vs VSIIX (26 years). HSMRX (1.61) is less costly to investors than VSIIX (0.06). HSMRX is a more actively managed with annual turnover of: 46.00 vs. VSIIX (16.00). HSMRX has a lower initial minimum investment than VSIIX: HSMRX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 10.21 vs. HSMRX (4.39). VSIIX return over 5 years is better than : 86.40 vs. HSMRX (63.51).
HSMRXVSIIXHSMRX / VSIIX
Total Expense Ratio1.510.062,517%
Annual Report Gross Expense Ratio1.610.062,683%
Fund Existence14 years26 years-
Gain YTD1.7226.69526%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets187M59.2B0%
Annual Yield % from dividends1.061.9854%
Returns for 1 year4.3910.2143%
Returns for 3 years25.2136.6769%
Returns for 5 years63.5186.4074%
Returns for 10 years12.98117.8711%
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