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HCAYX vs VTSMX
HCAYX vs VTSMX Comparison
Open Charts HCAYX vs VTSMX
Hartford Capital Appreciation Y
Price$55.18
Change+$0.16 (+0.29%)
VolumeN/A
Net Assets5.93B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
HCAYX vs VTSMX Comparison Chart
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HCAYX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. HCAYX (5.93B). VTSMX pays higher dividends than HCAYX: VTSMX (1.18) vs HCAYX (0.54). 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 : 11.11 vs. HCAYX (0.13). VTSMX return over 5 years is better than : 93.03 vs. HCAYX (31.91).
| 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 | -0.596 | 2.228 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.93B | 1.82T | 0% |
| Annual Yield % from dividends | 0.54 | 1.18 | 45% |
| Returns for 1 year | 0.13 | 11.11 | 1% |
| Returns for 3 years | 34.51 | 58.40 | 59% |
| Returns for 5 years | 31.91 | 93.03 | 34% |
| Returns for 10 years | 30.60 | 182.94 | 17% |
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