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HCAYX vs VTSMX
HCAYX vs VTSMX Comparison
Open Charts HCAYX vs VTSMX
Hartford Capital Appreciation Y
Price$53.30
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets5.78B
Vanguard Total Stock Mkt Idx I
Price$139.56
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.72T
HCAYX vs VTSMX Comparison Chart
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HCAYX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. HCAYX (5.78B). VTSMX pays higher dividends than HCAYX: VTSMX (1.26) vs HCAYX (0.57). HCAYX was incepted earlier than VTSMX: HCAYX (29 years) vs VTSMX (33 years). HCAYX (0.81) is less costly to investors than VTSMX (0.14). HCAYX is a more actively managed with annual turnover of: 85.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than HCAYX: VTSMX (3000) vs HCAYX (250000). VTSMX annual gain was more profitable for investors over the last year : 9.50 vs. HCAYX (-1.26). VTSMX return over 5 years is better than : 92.91 vs. HCAYX (31.62).
| HCAYX | VTSMX | HCAYX / VTSMX | |
| Total Expense Ratio | 0.81 | 0.14 | 579% |
| Annual Report Gross Expense Ratio | 0.81 | 0.14 | 579% |
| Fund Existence | 29 years | 33 years | - |
| Gain YTD | -3.668 | -0.985 | 372% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.78B | 1.72T | 0% |
| Annual Yield % from dividends | 0.57 | 1.26 | 45% |
| Returns for 1 year | -1.26 | 9.50 | -13% |
| Returns for 3 years | 22.78 | 44.74 | 51% |
| Returns for 5 years | 31.62 | 92.91 | 34% |
| Returns for 10 years | 24.56 | 169.81 | 14% |