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HCAYX vs VSMPX
HCAYX vs VSMPX Comparison
Open Charts HCAYX vs VSMPX
Hartford Capital Appreciation Y
Price$49.48
Change+$0.78 (+1.60%)
VolumeN/A
Net Assets5.34B
Vanguard Total Stock Mkt Idx Instl Pls
Price$240.65
Change+$3.98 (+1.68%)
VolumeN/A
Net Assets1.7T
HCAYX vs VSMPX Comparison Chart
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HCAYX vs. VSMPX commentary
Apr 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: 1.7T vs. HCAYX (5.34B). VSMPX pays higher dividends than HCAYX: VSMPX (1.37) vs HCAYX (0.56). 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 : 3.53 vs. HCAYX (-5.90). VSMPX return over 5 years is better than : 83.75 vs. HCAYX (28.32).
| 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 | -12.014 | -10.520 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.34B | 1.7T | 0% |
| Annual Yield % from dividends | 0.56 | 1.37 | 41% |
| Returns for 1 year | -5.90 | 3.53 | -167% |
| Returns for 3 years | 4.26 | 21.38 | 20% |
| Returns for 5 years | 28.32 | 83.75 | 34% |
| Returns for 10 years | 14.74 | N/A | - |