Interact to see
Advertisement
Advertisement
HCAYX vs VTSMX
HCAYX vs VTSMX Comparison
Open Charts HCAYX vs VTSMX
Hartford Capital Appreciation Y
Price$59.30
Change+$0.35 (+0.59%)
VolumeN/A
Net Assets6.04B
Vanguard Total Stock Mkt Idx I
Price$158.28
Change+$0.53 (+0.34%)
VolumeN/A
Net Assets2.05T
HCAYX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HCAYX vs. VTSMX commentary
Nov 20, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. HCAYX (6.04B). VTSMX pays higher dividends than HCAYX: VTSMX (1.02) vs HCAYX (0.48). HCAYX was incepted earlier than VTSMX: HCAYX (29 years) vs VTSMX (34 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 : 10.79 vs. HCAYX (-1.73). VTSMX return over 5 years is better than : 77.62 vs. HCAYX (17.19).
| 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 | 34 years | - |
| Gain YTD | 6.504 | 11.948 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.04B | 2.05T | 0% |
| Annual Yield % from dividends | 0.48 | 1.02 | 47% |
| Returns for 1 year | -1.73 | 10.79 | -16% |
| Returns for 3 years | 35.22 | 63.83 | 55% |
| Returns for 5 years | 17.19 | 77.62 | 22% |
| Returns for 10 years | 42.85 | 213.77 | 20% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers