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HSMTX vs VSIIX
HSMTX vs VSIIX Comparison
Open Charts HSMTX vs VSIIX
Hartford Small Cap Value R5
Price$12.12
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
HSMTX vs VSIIX Comparison Chart
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HSMTX 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 HSMTX is a Hold and VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. HSMTX (169M). VSIIX pays higher dividends than HSMTX: VSIIX (2.24) vs HSMTX (1.79). HSMTX was incepted earlier than VSIIX: HSMTX (14 years) vs VSIIX (26 years). HSMTX (1.01) is less costly to investors than VSIIX (0.06). HSMTX is a more actively managed with annual turnover of: 46.00 vs. VSIIX (16.00). HSMTX has a lower initial minimum investment than VSIIX: HSMTX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 3.81 vs. HSMTX (-0.80). VSIIX return over 5 years is better than : 80.64 vs. HSMTX (60.05).
| HSMTX | VSIIX | HSMTX / VSIIX | |
| Total Expense Ratio | 0.91 | 0.06 | 1,517% |
| Annual Report Gross Expense Ratio | 1.01 | 0.06 | 1,683% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -10.421 | -4.316 | 241% |
| 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 | 1.79 | 2.24 | 80% |
| Returns for 1 year | -0.80 | 3.81 | -21% |
| Returns for 3 years | 12.14 | 26.18 | 46% |
| Returns for 5 years | 60.05 | 80.64 | 74% |
| Returns for 10 years | -4.15 | 80.51 | -5% |
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