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HCAYX vs VTSMX
HCAYX vs VTSMX Comparison
Open Charts HCAYX vs VTSMX
Hartford Capital Appreciation Y
Price$58.01
Change-$0.14 (-0.24%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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HCAYX vs VTSMX Comparison Chart
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HCAYX vs. VTSMX commentary
Sep 21, 2024
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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. HCAYX (6.35B). VTSMX pays higher dividends than HCAYX: VTSMX (1.26) vs HCAYX (0.38). HCAYX was incepted earlier than VTSMX: HCAYX (28 years) vs VTSMX (32 years). HCAYX is a more actively managed with annual turnover of: 62.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than HCAYX: VTSMX (3000) vs HCAYX (250000). VTSMX (31.53) and HCAYX (30.22) have marching annual gain over last year. VTSMX return over 5 years is better than : 85.64 vs. HCAYX (33.61).
| HCAYX | VTSMX | HCAYX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 32 years | - |
| Gain YTD | 17.427 | 18.617 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.35B | 1.72T | 0% |
| Annual Yield % from dividends | 0.38 | 1.26 | 30% |
| Returns for 1 year | 30.22 | 31.53 | 96% |
| Returns for 3 years | 2.31 | 25.35 | 9% |
| Returns for 5 years | 33.61 | 85.64 | 39% |
| Returns for 10 years | 13.05 | 187.59 | 7% |