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HCAYX vs VFINX
HCAYX vs VFINX Comparison
Open Charts HCAYX vs VFINX
Hartford Capital Appreciation Y
Price$49.89
Change-$2.60 (-4.95%)
VolumeN/A
Net Assets5.8B
Vanguard 500 Index Investor
Price$498.00
Change-$25.30 (-4.83%)
VolumeN/A
Net Assets1.4T
HCAYX vs VFINX Comparison Chart
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HCAYX vs. VFINX 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.4T vs. HCAYX (5.8B). VFINX pays higher dividends than HCAYX: VFINX (1.24) vs HCAYX (0.56). HCAYX was incepted earlier than VFINX: HCAYX (29 years) vs VFINX (49 years). HCAYX (0.81) is less costly to investors than VFINX (0.14). HCAYX is a more actively managed with annual turnover of: 85.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than HCAYX: VFINX (0) vs HCAYX (250000). VFINX annual gain was more profitable for investors over the last year : 8.85 vs. HCAYX (-1.01). VFINX return over 5 years is better than : 127.97 vs. HCAYX (59.64).
| HCAYX | VFINX | HCAYX / VFINX | |
| Total Expense Ratio | 0.81 | 0.14 | 579% |
| Annual Report Gross Expense Ratio | 0.81 | 0.14 | 579% |
| Fund Existence | 29 years | 49 years | - |
| Gain YTD | -5.167 | -3.587 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.8B | 1.4T | 0% |
| Annual Yield % from dividends | 0.56 | 1.24 | 45% |
| Returns for 1 year | -1.01 | 8.85 | -11% |
| Returns for 3 years | 5.35 | 23.83 | 22% |
| Returns for 5 years | 59.64 | 127.97 | 47% |
| Returns for 10 years | 26.49 | 173.04 | 15% |
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