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HCAYX vs VFIAX
HCAYX vs VFIAX Comparison
Open Charts HCAYX vs VFIAX
Hartford Capital Appreciation Y
Price$49.89
Change-$2.60 (-4.95%)
VolumeN/A
Net Assets5.8B
Vanguard 500 Index Admiral
Price$497.91
Change-$25.30 (-4.84%)
VolumeN/A
Net Assets1.4T
HCAYX vs VFIAX Comparison Chart
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HCAYX vs. VFIAX commentary
Apr 04, 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 Buy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.4T vs. HCAYX (5.8B). VFIAX pays higher dividends than HCAYX: VFIAX (1.35) vs HCAYX (0.56). HCAYX was incepted earlier than VFIAX: HCAYX (29 years) vs VFIAX (24 years). HCAYX (0.81) is less costly to investors than VFIAX (0.04). HCAYX is a more actively managed with annual turnover of: 85.00 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 : 8.85 vs. HCAYX (-1.01). VFIAX return over 5 years is better than : 127.96 vs. HCAYX (59.64).
| HCAYX | VFIAX | HCAYX / VFIAX | |
| Total Expense Ratio | 0.81 | 0.04 | 2,025% |
| Annual Report Gross Expense Ratio | 0.81 | 0.04 | 2,025% |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | -5.167 | -3.588 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.8B | 1.4T | 0% |
| Annual Yield % from dividends | 0.56 | 1.35 | 41% |
| Returns for 1 year | -1.01 | 8.85 | -11% |
| Returns for 3 years | 5.35 | 23.83 | 22% |
| Returns for 5 years | 59.64 | 127.96 | 47% |
| Returns for 10 years | 26.49 | 173.02 | 15% |
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