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HCAYX vs VTSMX
HCAYX vs VTSMX Comparison
Open Charts HCAYX vs VTSMX
Hartford Capital Appreciation Y
Price$57.80
Change+$0.18 (+0.31%)
VolumeN/A
Net Assets6.14B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
HCAYX vs VTSMX Comparison Chart in %
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HCAYX vs. VTSMX commentary
Jul 27, 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: 1.91T vs. HCAYX (6.14B). VTSMX pays higher dividends than HCAYX: VTSMX (1.12) vs HCAYX (0.51). 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 : 17.75 vs. HCAYX (5.38). VTSMX return over 5 years is better than : 93.51 vs. HCAYX (30.61).
| 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 | 4.426 | 8.287 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.14B | 1.91T | 0% |
| Annual Yield % from dividends | 0.51 | 1.12 | 46% |
| Returns for 1 year | 5.38 | 17.75 | 30% |
| Returns for 3 years | 35.40 | 60.60 | 58% |
| Returns for 5 years | 30.61 | 93.51 | 33% |
| Returns for 10 years | 38.97 | 200.97 | 19% |
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