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HSMSX vs VSIIX
HSMSX vs VSIIX Comparison
Open Charts HSMSX vs VSIIX
Hartford Small Cap Value R4
Price$12.16
Change-$0.31 (-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
HSMSX vs VSIIX Comparison Chart
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HSMSX 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 HSMSX is a Hold and VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. HSMSX (169M). VSIIX pays higher dividends than HSMSX: VSIIX (2.24) vs HSMSX (1.47). HSMSX was incepted earlier than VSIIX: HSMSX (14 years) vs VSIIX (26 years). HSMSX (1.31) is less costly to investors than VSIIX (0.06). HSMSX is a more actively managed with annual turnover of: 46.00 vs. VSIIX (16.00). HSMSX has a lower initial minimum investment than VSIIX: HSMSX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 3.81 vs. HSMSX (-1.08). VSIIX return over 5 years is better than : 80.64 vs. HSMSX (58.34).
| HSMSX | VSIIX | HSMSX / VSIIX | |
| Total Expense Ratio | 1.21 | 0.06 | 2,017% |
| Annual Report Gross Expense Ratio | 1.31 | 0.06 | 2,183% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -10.522 | -4.316 | 244% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169M | 54B | 0% |
| Annual Yield % from dividends | 1.47 | 2.24 | 66% |
| Returns for 1 year | -1.08 | 3.81 | -28% |
| Returns for 3 years | 11.14 | 26.18 | 43% |
| Returns for 5 years | 58.34 | 80.64 | 72% |
| Returns for 10 years | -6.04 | 80.51 | -7% |
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