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HCAYX vs VSMPX
HCAYX vs VSMPX Comparison
Open Charts HCAYX vs VSMPX
Hartford Capital Appreciation Y
Price$55.18
Change+$0.16 (+0.29%)
VolumeN/A
Net Assets5.93B
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
HCAYX vs VSMPX Comparison Chart
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HCAYX vs. VSMPX commentary
Jun 14, 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: 1.82T vs. HCAYX (5.93B). VSMPX pays higher dividends than HCAYX: VSMPX (1.29) vs HCAYX (0.54). 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 : 11.14 vs. HCAYX (0.13). VSMPX return over 5 years is better than : 93.11 vs. HCAYX (31.91).
| 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 | -0.596 | 2.251 | -26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.93B | 1.82T | 0% |
| Annual Yield % from dividends | 0.54 | 1.29 | 41% |
| Returns for 1 year | 0.13 | 11.14 | 1% |
| Returns for 3 years | 34.51 | 58.48 | 59% |
| Returns for 5 years | 31.91 | 93.11 | 34% |
| Returns for 10 years | 30.60 | 174.56 | 18% |
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