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HCVAX vs VTMFX
HCVAX vs VTMFX Comparison
Open Charts HCVAX vs VTMFX
Hartford Conservative Allocation A
Price$11.38
Change-$0.04 (-0.35%)
VolumeN/A
CapitalizationN/A
Vanguard Tax-Managed Balanced Adm
Price$45.74
Change-$0.25 (-0.54%)
VolumeN/A
CapitalizationN/A
HCVAX vs VTMFX Comparison Chart
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HCVAX vs. VTMFX commentary
Dec 30, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 10.5B vs. HCVAX (150M). HCVAX pays higher dividends than VTMFX: HCVAX (2.47) vs VTMFX (1.93). HCVAX was incepted earlier than VTMFX: HCVAX (21 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 : 11.77 vs. HCVAX (8.17). VTMFX return over 5 years is better than : 39.54 vs. HCVAX (13.20).
| HCVAX | VTMFX | HCVAX / VTMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 30 years | - |
| Gain YTD | 8.278 | 11.934 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 10000 | 20% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 150M | 10.5B | 1% |
| Annual Yield % from dividends | 2.47 | 1.93 | 128% |
| Returns for 1 year | 8.17 | 11.77 | 69% |
| Returns for 3 years | 2.35 | 10.74 | 22% |
| Returns for 5 years | 13.20 | 39.54 | 33% |
| Returns for 10 years | 33.93 | 79.52 | 43% |
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