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HCAYX vs VSMPX
HCAYX vs VSMPX Comparison
Open Charts HCAYX vs VSMPX
Hartford Capital Appreciation Y
Price$53.30
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets5.78B
Vanguard Total Stock Mkt Idx Instl Pls
Price$261.91
Change-$0.03 (-0.01%)
VolumeN/A
Net Assets1.72T
HCAYX vs VSMPX Comparison Chart
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HCAYX vs. VSMPX commentary
May 24, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. HCAYX (5.78B). VSMPX pays higher dividends than HCAYX: VSMPX (1.37) vs HCAYX (0.57). HCAYX was incepted earlier than VSMPX: HCAYX (29 years) vs VSMPX (10 years). HCAYX (0.81) is less costly to investors than VSMPX (0.02). HCAYX is a more actively managed with annual turnover of: 85.00 vs. VSMPX (2.00). HCAYX has a lower initial minimum investment than VSMPX: HCAYX (250000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 9.52 vs. HCAYX (-1.26). VSMPX return over 5 years is better than : 92.99 vs. HCAYX (31.62).
| HCAYX | VSMPX | HCAYX / VSMPX | |
| Total Expense Ratio | 0.81 | 0.02 | 4,050% |
| Annual Report Gross Expense Ratio | 0.81 | 0.02 | 4,050% |
| Fund Existence | 29 years | 10 years | - |
| Gain YTD | -3.668 | -0.966 | 380% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.78B | 1.72T | 0% |
| Annual Yield % from dividends | 0.57 | 1.37 | 41% |
| Returns for 1 year | -1.26 | 9.52 | -13% |
| Returns for 3 years | 22.78 | 44.82 | 51% |
| Returns for 5 years | 31.62 | 92.99 | 34% |
| Returns for 10 years | 24.56 | 161.82 | 15% |