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HCVAX vs VTMFX
HCVAX vs VTMFX Comparison
Open Charts HCVAX vs VTMFX
Hartford Conservative Allocation A
Price$11.30
Change-$0.05 (-0.44%)
VolumeN/A
Net Assets147.22M
Vanguard Tax-Managed Balanced Adm
Price$45.44
Change-$0.41 (-0.89%)
VolumeN/A
Net Assets10.59B
HCVAX vs VTMFX Comparison Chart
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HCVAX vs. VTMFX commentary
Mar 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 10.6B vs. HCVAX (147M). HCVAX pays higher dividends than VTMFX: HCVAX (2.47) vs VTMFX (1.93). HCVAX was incepted earlier than VTMFX: HCVAX (21 years) vs VTMFX (31 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 (8.62) and HCVAX (8.58) have marching annual gain over last year. VTMFX return over 5 years is better than : 40.36 vs. HCVAX (16.09).
| HCVAX | VTMFX | HCVAX / VTMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 31 years | - |
| Gain YTD | 2.437 | 1.371 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 10000 | 20% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 147M | 10.6B | 1% |
| Annual Yield % from dividends | 2.47 | 1.93 | 128% |
| Returns for 1 year | 8.58 | 8.62 | 100% |
| Returns for 3 years | 10.18 | 19.13 | 53% |
| Returns for 5 years | 16.09 | 40.36 | 40% |
| Returns for 10 years | 35.76 | 79.94 | 45% |
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