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HAIAX vs VTSMX
HAIAX vs VTSMX Comparison
Open Charts HAIAX vs VTSMX
Hartford Core Equity A
Price$56.82
Change-$0.81 (-1.41%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
HAIAX vs VTSMX Comparison Chart
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HAIAX vs. VTSMX commentary
Nov 18, 2024
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 HAIAX is a Buy and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. HAIAX (10.8B). VTSMX pays higher dividends than HAIAX: VTSMX (1.26) vs HAIAX (0.70). HAIAX was incepted earlier than VTSMX: HAIAX (27 years) vs VTSMX (33 years). HAIAX is a more actively managed with annual turnover of: 19.00 vs. VTSMX (2.00). HAIAX has a lower initial minimum investment than VTSMX: HAIAX (2000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 30.52 vs. HAIAX (28.94). VTSMX return over 5 years is better than : 83.72 vs. HAIAX (70.69).
| HAIAX | VTSMX | HAIAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | 24.742 | 22.392 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8B | 1.73T | 1% |
| Annual Yield % from dividends | 0.70 | 1.26 | 56% |
| Returns for 1 year | 28.94 | 30.52 | 95% |
| Returns for 3 years | 15.01 | 19.91 | 75% |
| Returns for 5 years | 70.69 | 83.72 | 84% |
| Returns for 10 years | 165.08 | 186.07 | 89% |