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HCAYX vs VTSMX
HCAYX vs VTSMX Comparison
Open Charts HCAYX vs VTSMX
Hartford Capital Appreciation Y
Price$59.90
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
HCAYX vs VTSMX Comparison Chart
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HCAYX vs. VTSMX commentary
Nov 19, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. HCAYX (6.41B). VTSMX pays higher dividends than HCAYX: VTSMX (1.26) vs HCAYX (0.38). HCAYX was incepted earlier than VTSMX: HCAYX (28 years) vs VTSMX (33 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 (30.52) and HCAYX (29.63) have marching annual gain over last year. VTSMX return over 5 years is better than : 83.72 vs. HCAYX (34.95).
| HCAYX | VTSMX | HCAYX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | 20.961 | 22.392 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.41B | 1.73T | 0% |
| Annual Yield % from dividends | 0.38 | 1.26 | 30% |
| Returns for 1 year | 29.63 | 30.52 | 97% |
| Returns for 3 years | -0.51 | 19.91 | -3% |
| Returns for 5 years | 34.95 | 83.72 | 42% |
| Returns for 10 years | 14.71 | 186.07 | 8% |
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