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HCVAX vs VTMFX
HCVAX vs VTMFX Comparison
Open Charts HCVAX vs VTMFX
Hartford Conservative Allocation A
Price$11.72
Change-$0.03 (-0.26%)
VolumeN/A
Net Assets142.94M
Vanguard Tax-Managed Balanced Adm
Price$46.76
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets10.67B
HCVAX vs VTMFX Comparison Chart in %
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HCVAX vs. VTMFX commentary
Aug 01, 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 HCVAX is a Hold and VTMFX is a Buy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 10.7B vs. HCVAX (143M). HCVAX pays higher dividends than VTMFX: HCVAX (2.33) vs VTMFX (2.17). HCVAX was incepted earlier than VTMFX: HCVAX (21 years) vs VTMFX (31 years). HCVAX (1.01) is less costly to investors than VTMFX (0.09). HCVAX is a more actively managed with annual turnover of: 29.00 vs. VTMFX (20.00). HCVAX has a lower initial minimum investment than VTMFX: HCVAX (2000) vs VTMFX (10000). HCVAX annual gain was more profitable for investors over the last year : 7.88 vs. VTMFX (7.15). VTMFX return over 5 years is better than : 39.27 vs. HCVAX (18.31).
| HCVAX | VTMFX | HCVAX / VTMFX | |
| Total Expense Ratio | 1.01 | 0.09 | 1,122% |
| Annual Report Gross Expense Ratio | 1.01 | 0.09 | 1,122% |
| Fund Existence | 21 years | 31 years | - |
| Gain YTD | 6.047 | 3.504 | 173% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 10000 | 20% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 143M | 10.7B | 1% |
| Annual Yield % from dividends | 2.33 | 2.17 | 107% |
| Returns for 1 year | 7.88 | 7.15 | 110% |
| Returns for 3 years | 20.38 | 26.31 | 77% |
| Returns for 5 years | 18.31 | 39.27 | 47% |
| Returns for 10 years | 41.53 | 82.91 | 50% |
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