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HCAYX vs VITSX
HCAYX vs VITSX Comparison
Open Charts HCAYX vs VITSX
Hartford Capital Appreciation Y
Price$49.89
Change-$2.60 (-4.95%)
VolumeN/A
Net Assets5.8B
Vanguard Total Stock Market Idx I
Price$128.50
Change-$6.88 (-5.08%)
VolumeN/A
Net Assets1.81T
HCAYX vs VITSX Comparison Chart
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HCAYX vs. VITSX 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 VITSX is a Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.81T vs. HCAYX (5.8B). VITSX pays higher dividends than HCAYX: VITSX (1.36) vs HCAYX (0.56). HCAYX was incepted earlier than VITSX: HCAYX (29 years) vs VITSX (28 years). HCAYX (0.81) is less costly to investors than VITSX (0.03). HCAYX is a more actively managed with annual turnover of: 85.00 vs. VITSX (2.00). HCAYX has a lower initial minimum investment than VITSX: HCAYX (250000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 8.05 vs. HCAYX (-1.01). VITSX return over 5 years is better than : 126.25 vs. HCAYX (59.64).
| HCAYX | VITSX | HCAYX / VITSX | |
| Total Expense Ratio | 0.81 | 0.03 | 2,700% |
| Annual Report Gross Expense Ratio | 0.81 | 0.03 | 2,700% |
| Fund Existence | 29 years | 28 years | - |
| Gain YTD | -5.167 | -3.989 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.8B | 1.81T | 0% |
| Annual Yield % from dividends | 0.56 | 1.36 | 41% |
| Returns for 1 year | -1.01 | 8.05 | -13% |
| Returns for 3 years | 5.35 | 21.03 | 25% |
| Returns for 5 years | 59.64 | 126.25 | 47% |
| Returns for 10 years | 26.49 | 167.38 | 16% |
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