Ad is loading...
HCVAX vs VTMFX
HCVAX vs VTMFX Comparison
Open Charts HCVAX vs VTMFX
Hartford Conservative Allocation A
Price$11.42
Change-$0.02 (-0.17%)
VolumeN/A
CapitalizationN/A
Vanguard Tax-Managed Balanced Adm
Price$45.76
Change-$0.13 (-0.28%)
VolumeN/A
CapitalizationN/A
HCVAX vs VTMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HCVAX vs. VTMFX commentary
Nov 15, 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 StrongBuy and VTMFX is a Buy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 10.1B vs. HCVAX (153M). 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 annual gain was more profitable for investors over the last year : 18.31 vs. HCVAX (14.67). VTMFX return over 5 years is better than : 42.96 vs. HCVAX (15.79).
| 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 | 8.849 | 12.301 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 10000 | 20% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 153M | 10.1B | 2% |
| Annual Yield % from dividends | 2.47 | 1.93 | 128% |
| Returns for 1 year | 14.67 | 18.31 | 80% |
| Returns for 3 years | -0.56 | 12.08 | -5% |
| Returns for 5 years | 15.79 | 42.96 | 37% |
| Returns for 10 years | 27.37 | 82.61 | 33% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VBIAX | 50.67 | -0.04 | -0.08% |
| Vanguard Balanced Index Adm | |||
| AAAGX | 19.56 | -0.05 | -0.25% |
| Thrivent Large Cap Growth A | |||
| IRMCX | 11.71 | -0.03 | -0.26% |
| Voya Russell Mid Cap Index Port S | |||
| BRKAX | 14.07 | -0.10 | -0.71% |
| MFS Blended Research Em Mkts Eq A | |||
| MSSGX | 14.59 | -0.23 | -1.55% |
| Morgan Stanley Inst Inception I | |||