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HCAYX vs VFINX
HCAYX vs VFINX Comparison
Open Charts HCAYX vs VFINX
Hartford Capital Appreciation Y
Price$56.30
Change+$0.42 (+0.75%)
VolumeN/A
Net Assets6.36B
Vanguard 500 Index Investor
Price$553.73
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
HCAYX vs VFINX Comparison Chart
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HCAYX vs. VFINX 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.35T vs. HCAYX (6.36B). VFINX pays higher dividends than HCAYX: VFINX (1.24) vs HCAYX (0.38). HCAYX was incepted earlier than VFINX: HCAYX (29 years) vs VFINX (48 years). HCAYX is a more actively managed with annual turnover of: 62.00 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 : 25.53 vs. HCAYX (14.37). VFINX return over 5 years is better than : 80.24 vs. HCAYX (23.46).
| HCAYX | VFINX | HCAYX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 48 years | - |
| Gain YTD | 1.716 | 2.006 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.36B | 1.35T | 0% |
| Annual Yield % from dividends | 0.38 | 1.24 | 31% |
| Returns for 1 year | 14.37 | 25.53 | 56% |
| Returns for 3 years | 12.82 | 31.14 | 41% |
| Returns for 5 years | 23.46 | 80.24 | 29% |
| Returns for 10 years | 44.10 | 197.00 | 22% |
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