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HSMTX vs VSIIX
HSMTX vs VSIIX Comparison
Open Charts HSMTX vs VSIIX
Hartford Small Cap Value R5
Price$13.17
Change+$0.09 (+0.69%)
VolumeN/A
Net Assets182.64M
Vanguard Small Cap Value Index I
Price$48.44
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
HSMTX vs VSIIX Comparison Chart in %
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HSMTX vs. VSIIX commentary
Jul 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. HSMTX (183M). VSIIX pays higher dividends than HSMTX: VSIIX (2.12) vs HSMTX (1.74). 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 : 11.69 vs. HSMTX (7.10). VSIIX return over 5 years is better than : 94.15 vs. HSMTX (75.89).
| 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 | -2.661 | 2.040 | -130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 54B | 0% |
| Annual Yield % from dividends | 1.74 | 2.12 | 82% |
| Returns for 1 year | 7.10 | 11.69 | 61% |
| Returns for 3 years | 21.32 | 34.90 | 61% |
| Returns for 5 years | 75.89 | 94.15 | 81% |
| Returns for 10 years | 5.91 | 96.60 | 6% |
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