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IHSVX vs NRGSX
IHSVX vs NRGSX Comparison
Open Charts IHSVX vs NRGSX
Hartford Small Company R6
Price$33.46
Change+$2.18 (+6.97%)
VolumeN/A
Net Assets651.64M
IHSVX vs NRGSX Comparison Chart in %
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IHSVX vs. NRGSX commentary
Feb 04, 2026
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 IHSVX is a Hold and NRGSX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.49B vs. IHSVX (652M). NRGSX pays higher dividends than IHSVX: NRGSX (0.48) vs IHSVX (0.00). IHSVX was incepted earlier than NRGSX: IHSVX (11 years) vs NRGSX (13 years). IHSVX (0.89) is less costly to investors than NRGSX (0.74). IHSVX is a more actively managed with annual turnover of: 71.00 vs. NRGSX (23.00). IHSVX (0) and NRGSX (0) have matching initial minimum investment requirements. IHSVX annual gain was more profitable for investors over the last year : 10.03 vs. NRGSX (-12.75). IHSVX return over 5 years is better than : -20.52 vs. NRGSX (-23.10).
| IHSVX | NRGSX | IHSVX / NRGSX | |
| Total Expense Ratio | 0.89 | 0.74 | 120% |
| Annual Report Gross Expense Ratio | 0.89 | 0.74 | 120% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 1.455 | 5.452 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 652M | 8.49B | 8% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 10.03 | -12.75 | -79% |
| Returns for 3 years | 36.63 | -6.33 | -578% |
| Returns for 5 years | -20.52 | -23.10 | 89% |
| Returns for 10 years | 102.54 | 24.83 | 413% |
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