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HAITX vs VTSMX
HAITX vs VTSMX Comparison
Open Charts HAITX vs VTSMX
Hartford Core Equity R6
Price$54.41
Change+$0.48 (+0.89%)
VolumeN/A
Net Assets10.78B
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
HAITX vs VTSMX Comparison Chart
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HAITX vs. VTSMX commentary
Jan 19, 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 HAITX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. HAITX (10.8B). VTSMX pays higher dividends than HAITX: VTSMX (1.26) vs HAITX (0.96). HAITX was incepted earlier than VTSMX: HAITX (10 years) vs VTSMX (33 years). HAITX is a more actively managed with annual turnover of: 19.00 vs. VTSMX (2.00). HAITX has a lower initial minimum investment than VTSMX: HAITX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 25.24 vs. HAITX (17.61). VTSMX return over 5 years is better than : 76.07 vs. HAITX (54.60).
| HAITX | VTSMX | HAITX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 1.568 | 2.241 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8B | 1.78T | 1% |
| Annual Yield % from dividends | 0.96 | 1.26 | 76% |
| Returns for 1 year | 17.61 | 25.24 | 70% |
| Returns for 3 years | 16.65 | 28.94 | 58% |
| Returns for 5 years | 54.60 | 76.07 | 72% |
| Returns for 10 years | N/A | 194.99 | - |
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