Ad is loading...
HCAYX vs VTSMX
HCAYX vs VTSMX Comparison
Open Charts HCAYX vs VTSMX
Hartford Capital Appreciation Y
Price$49.48
Change+$0.78 (+1.60%)
VolumeN/A
Net Assets5.34B
Vanguard Total Stock Mkt Idx I
Price$128.24
Change+$2.12 (+1.68%)
VolumeN/A
Net Assets1.7T
HCAYX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HCAYX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. HCAYX (5.34B). VTSMX pays higher dividends than HCAYX: VTSMX (1.25) vs HCAYX (0.56). 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 : 3.51 vs. HCAYX (-5.90). VTSMX return over 5 years is better than : 83.68 vs. HCAYX (28.32).
| 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 | -12.014 | -10.527 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.34B | 1.7T | 0% |
| Annual Yield % from dividends | 0.56 | 1.25 | 44% |
| Returns for 1 year | -5.90 | 3.51 | -168% |
| Returns for 3 years | 4.26 | 21.32 | 20% |
| Returns for 5 years | 28.32 | 83.68 | 34% |
| Returns for 10 years | 14.74 | 144.72 | 10% |
View a ticker or compare two or three
VS
VS
Ad is loading...