Ad is loading...
HCAYX vs VFINX
HCAYX vs VFINX Comparison
Open Charts HCAYX vs VFINX
Hartford Capital Appreciation Y
Price$55.88
Change-$1.03 (-1.81%)
VolumeN/A
Net Assets6.24B
Vanguard 500 Index Investor
Price$555.87
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
HCAYX vs VFINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HCAYX vs. VFINX 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 VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. HCAYX (6.24B). VFINX pays higher dividends than HCAYX: VFINX (1.24) vs HCAYX (0.38). HCAYX was incepted earlier than VFINX: HCAYX (29 years) vs VFINX (49 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 : 18.27 vs. HCAYX (7.07). VFINX return over 5 years is better than : 80.18 vs. HCAYX (21.23).
| HCAYX | VFINX | HCAYX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 49 years | - |
| Gain YTD | 0.958 | 2.400 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.24B | 1.41T | 0% |
| Annual Yield % from dividends | 0.38 | 1.24 | 31% |
| Returns for 1 year | 7.07 | 18.27 | 39% |
| Returns for 3 years | 18.09 | 39.78 | 45% |
| Returns for 5 years | 21.23 | 80.18 | 26% |
| Returns for 10 years | 35.09 | 184.41 | 19% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ARTLX | 14.99 | -0.14 | -0.93% |
| Artisan Value Investor | |||
| MARFX | 23.13 | -0.24 | -1.03% |
| BlackRock Mid-Cap Value Institutional | |||
| MDLRX | 20.92 | -0.38 | -1.78% |
| BlackRock Advantage Large Cap Core Inv A | |||
| FMAGX | 15.11 | -0.35 | -2.26% |
| Fidelity Magellan | |||
| EGWCX | 10.16 | -0.45 | -4.24% |
| Allspring Discovery Small Cap Gr C | |||