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HCAYX vs VFIAX
HCAYX vs VFIAX Comparison
Open Charts HCAYX vs VFIAX
Hartford Capital Appreciation Y
Price$55.88
Change-$1.03 (-1.81%)
VolumeN/A
Net Assets6.24B
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
HCAYX vs VFIAX Comparison Chart
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HCAYX vs. VFIAX commentary
Feb 23, 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 Hold and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. HCAYX (6.24B). 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 : 18.28 vs. HCAYX (7.07). VFIAX return over 5 years is better than : 80.17 vs. HCAYX (21.23).
| 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 | 0.958 | 2.414 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.24B | 1.41T | 0% |
| Annual Yield % from dividends | 0.38 | 1.32 | 29% |
| Returns for 1 year | 7.07 | 18.28 | 39% |
| Returns for 3 years | 18.09 | 39.78 | 45% |
| Returns for 5 years | 21.23 | 80.17 | 26% |
| Returns for 10 years | 35.09 | 184.37 | 19% |
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