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HCPCX vs VTSMX
HCPCX vs VTSMX Comparison
Open Charts HCPCX vs VTSMX
Hartford Capital Appreciation HLS IC
Price$50.15
Change+$0.11 (+0.22%)
VolumeN/A
Net Assets3.3B
Vanguard Total Stock Mkt Idx I
Price$155.77
Change+$0.56 (+0.36%)
VolumeN/A
Net Assets1.91T
HCPCX vs VTSMX Comparison Chart in %
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HCPCX vs. VTSMX commentary
Aug 30, 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 HCPCX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. HCPCX (3.3B). VTSMX pays higher dividends than HCPCX: VTSMX (1.09) vs HCPCX (0.26). HCPCX was incepted earlier than VTSMX: HCPCX (11 years) vs VTSMX (33 years). HCPCX (1.17) is less costly to investors than VTSMX (0.14). HCPCX is a more actively managed with annual turnover of: 72.00 vs. VTSMX (2.00). HCPCX has a lower initial minimum investment than VTSMX: HCPCX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 15.91 vs. HCPCX (-2.27). VTSMX return over 5 years is better than : 80.22 vs. HCPCX (8.24).
| HCPCX | VTSMX | HCPCX / VTSMX | |
| Total Expense Ratio | 1.17 | 0.14 | 836% |
| Annual Report Gross Expense Ratio | 1.17 | 0.14 | 836% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | -3.942 | 10.125 | -39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.3B | 1.91T | 0% |
| Annual Yield % from dividends | 0.26 | 1.09 | 24% |
| Returns for 1 year | -2.27 | 15.91 | -14% |
| Returns for 3 years | 29.18 | 58.13 | 50% |
| Returns for 5 years | 8.24 | 80.22 | 10% |
| Returns for 10 years | 20.46 | 223.55 | 9% |
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