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HSMTX vs VSIIX
HSMTX vs VSIIX Comparison
Open Charts HSMTX vs VSIIX
Hartford Small Cap Value R5
Price$13.79
Change+$0.23 (+1.70%)
VolumeN/A
Net Assets186.89M
Vanguard Small Cap Value Index I
Price$50.65
Change+$0.21 (+0.42%)
VolumeN/A
Net Assets59.22B
HSMTX vs VSIIX Comparison Chart in %
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HSMTX vs. VSIIX commentary
Sep 07, 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 Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.2B vs. HSMTX (187M). VSIIX pays higher dividends than HSMTX: VSIIX (1.98) vs HSMTX (1.61). 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 : 10.21 vs. HSMTX (4.84). VSIIX return over 5 years is better than : 86.40 vs. HSMTX (67.33).
| 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 | 1.922 | 6.695 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 187M | 59.2B | 0% |
| Annual Yield % from dividends | 1.61 | 1.98 | 81% |
| Returns for 1 year | 4.84 | 10.21 | 47% |
| Returns for 3 years | 27.48 | 36.67 | 75% |
| Returns for 5 years | 67.33 | 86.40 | 78% |
| Returns for 10 years | 18.46 | 117.87 | 16% |
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