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HCAYX vs VFIAX
HCAYX vs VFIAX Comparison
Open Charts HCAYX vs VFIAX
Hartford Capital Appreciation Y
Price$56.30
Change+$0.42 (+0.75%)
VolumeN/A
Net Assets6.36B
Vanguard 500 Index Admiral
Price$553.67
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
HCAYX vs VFIAX Comparison Chart
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HCAYX vs. VFIAX 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 HCAYX is a StrongBuy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. HCAYX (6.36B). VFIAX pays higher dividends than HCAYX: VFIAX (1.32) vs HCAYX (0.38). HCAYX was incepted earlier than VFIAX: HCAYX (29 years) vs VFIAX (24 years). HCAYX is a more actively managed with annual turnover of: 62.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than HCAYX: VFIAX (3000) vs HCAYX (250000). VFIAX annual gain was more profitable for investors over the last year : 25.54 vs. HCAYX (14.37). VFIAX return over 5 years is better than : 80.23 vs. HCAYX (23.46).
| HCAYX | VFIAX | HCAYX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | 1.716 | 2.010 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.36B | 1.35T | 0% |
| Annual Yield % from dividends | 0.38 | 1.32 | 29% |
| Returns for 1 year | 14.37 | 25.54 | 56% |
| Returns for 3 years | 12.82 | 31.13 | 41% |
| Returns for 5 years | 23.46 | 80.23 | 29% |
| Returns for 10 years | 44.10 | 196.98 | 22% |