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IHSRX vs VEXPX
IHSRX vs VEXPX Comparison
Open Charts IHSRX vs VEXPX
Hartford Small Company R3
Price$21.85
Change-$0.32 (-1.44%)
VolumeN/A
Net Assets600.48M
IHSRX vs VEXPX Comparison Chart
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IHSRX vs. VEXPX commentary
Jun 15, 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 IHSRX is a Buy and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. IHSRX (600M). VEXPX pays higher dividends than IHSRX: VEXPX (0.42) vs IHSRX (0.00). IHSRX was incepted earlier than VEXPX: IHSRX (18 years) vs VEXPX (58 years). IHSRX (1.60) is less costly to investors than VEXPX (0.44). IHSRX is a more actively managed with annual turnover of: 37.00 vs. VEXPX (35.00). IHSRX has a lower initial minimum investment than VEXPX: IHSRX (0) vs VEXPX (3000). IHSRX annual gain was more profitable for investors over the last year : 2.82 vs. VEXPX (-4.59). VEXPX return over 5 years is better than : 12.47 vs. IHSRX (-3.28).
| IHSRX | VEXPX | IHSRX / VEXPX | |
| Total Expense Ratio | 1.60 | 0.44 | 364% |
| Annual Report Gross Expense Ratio | 1.60 | 0.44 | 364% |
| Fund Existence | 18 years | 58 years | - |
| Gain YTD | -3.489 | -4.593 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 600M | 19.4B | 3% |
| Annual Yield % from dividends | 0.00 | 0.42 | - |
| Returns for 1 year | 2.82 | -4.59 | -62% |
| Returns for 3 years | 27.85 | 16.76 | 166% |
| Returns for 5 years | -3.28 | 12.47 | -26% |
| Returns for 10 years | -9.19 | 8.96 | -102% |
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