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HCAYX vs VSMPX
HCAYX vs VSMPX Comparison
Open Charts HCAYX vs VSMPX
Hartford Capital Appreciation Y
Price$58.01
Change-$0.14 (-0.24%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$256.96
Change-$0.63 (-0.24%)
VolumeN/A
CapitalizationN/A
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HCAYX vs VSMPX Comparison Chart
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HCAYX vs. VSMPX commentary
Sep 21, 2024
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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. HCAYX (6.35B). VSMPX pays higher dividends than HCAYX: VSMPX (1.36) vs HCAYX (0.38). HCAYX was incepted earlier than VSMPX: HCAYX (28 years) vs VSMPX (9 years). HCAYX is a more actively managed with annual turnover of: 62.00 vs. VSMPX (2.00). HCAYX has a lower initial minimum investment than VSMPX: HCAYX (250000) vs VSMPX (100000000). VSMPX (31.58) and HCAYX (30.22) have marching annual gain over last year. VSMPX return over 5 years is better than : 85.73 vs. HCAYX (33.61).
| HCAYX | VSMPX | HCAYX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 9 years | - |
| Gain YTD | 17.427 | 18.661 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.35B | 1.72T | 0% |
| Annual Yield % from dividends | 0.38 | 1.36 | 28% |
| Returns for 1 year | 30.22 | 31.58 | 96% |
| Returns for 3 years | 2.31 | 25.38 | 9% |
| Returns for 5 years | 33.61 | 85.73 | 39% |
| Returns for 10 years | 13.05 | N/A | - |
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