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HCVAX vs VTMFX
HCVAX vs VTMFX Comparison
Open Charts HCVAX vs VTMFX
Hartford Conservative Allocation A
Price$12.02
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets144.21M
Vanguard Tax-Managed Balanced Adm
Price$47.73
Change+$0.05 (+0.10%)
VolumeN/A
Net Assets10.97B
HCVAX vs VTMFX Comparison Chart in %
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HCVAX vs. VTMFX commentary
Sep 08, 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 Buy and VTMFX is a Buy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11B vs. HCVAX (144M). HCVAX pays higher dividends than VTMFX: HCVAX (2.28) vs VTMFX (2.12). 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). VTMFX (8.89) and HCVAX (8.70) have marching annual gain over last year. VTMFX return over 5 years is better than : 38.95 vs. HCVAX (19.61).
| 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 | 8.484 | 5.583 | 152% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 10000 | 20% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 144M | 11B | 1% |
| Annual Yield % from dividends | 2.28 | 2.12 | 108% |
| Returns for 1 year | 8.70 | 8.89 | 98% |
| Returns for 3 years | 27.78 | 33.68 | 82% |
| Returns for 5 years | 19.61 | 38.95 | 50% |
| Returns for 10 years | 48.79 | 91.74 | 53% |
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