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HCVAX vs VTMFX
HCVAX vs VTMFX Comparison
Open Charts HCVAX vs VTMFX
Hartford Conservative Allocation A
Price$10.94
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets139.83M
Vanguard Tax-Managed Balanced Adm
Price$42.54
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets10.14B
HCVAX vs VTMFX Comparison Chart
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HCVAX vs. VTMFX commentary
Apr 19, 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: 10.1B vs. HCVAX (140M). HCVAX pays higher dividends than VTMFX: HCVAX (2.44) vs VTMFX (2.23). 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 (23.00). 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 : 6.35 vs. VTMFX (2.84). VTMFX return over 5 years is better than : 38.30 vs. HCVAX (18.73).
| 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 | -1.264 | -5.922 | 21% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 10000 | 20% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 140M | 10.1B | 1% |
| Annual Yield % from dividends | 2.44 | 2.23 | 109% |
| Returns for 1 year | 6.35 | 2.84 | 223% |
| Returns for 3 years | 8.35 | 12.18 | 69% |
| Returns for 5 years | 18.73 | 38.30 | 49% |
| Returns for 10 years | 28.20 | 65.52 | 43% |
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