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HCVAX vs VTMFX
HCVAX vs VTMFX Comparison
Open Charts HCVAX vs VTMFX
Hartford Conservative Allocation A
Price$11.52
Change+$0.07 (+0.61%)
VolumeN/A
CapitalizationN/A
Vanguard Tax-Managed Balanced Adm
Price$45.19
Change+$0.37 (+0.83%)
VolumeN/A
CapitalizationN/A
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HCVAX vs VTMFX Comparison Chart
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HCVAX vs. VTMFX commentary
Sep 20, 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 HCVAX is a Buy and VTMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 10.1B vs. HCVAX (96.9M). HCVAX pays higher dividends than VTMFX: HCVAX (2.47) vs VTMFX (1.93). HCVAX was incepted earlier than VTMFX: HCVAX (20 years) vs VTMFX (30 years). VTMFX is a more actively managed with annual turnover of: 23.00 vs. HCVAX (19.00). HCVAX has a lower initial minimum investment than VTMFX: HCVAX (2000) vs VTMFX (10000). VTMFX (15.84) and HCVAX (15.33) have marching annual gain over last year. VTMFX return over 5 years is better than : 42.15 vs. HCVAX (17.40).
| HCVAX | VTMFX | HCVAX / VTMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 30 years | - |
| Gain YTD | 8.944 | 9.246 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 10000 | 20% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 96.9M | 10.1B | 1% |
| Annual Yield % from dividends | 2.47 | 1.93 | 128% |
| Returns for 1 year | 15.33 | 15.84 | 97% |
| Returns for 3 years | 0.35 | 11.68 | 3% |
| Returns for 5 years | 17.40 | 42.15 | 41% |
| Returns for 10 years | 25.66 | 79.45 | 32% |
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