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HCVAX vs VTMFX
HCVAX vs VTMFX Comparison
Open Charts HCVAX vs VTMFX
Hartford Conservative Allocation A
Price$12.11
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets144.25M
Vanguard Tax-Managed Balanced Adm
Price$48.68
Change+$0.10 (+0.21%)
VolumeN/A
Net Assets11.48B
HCVAX vs VTMFX Comparison Chart in %
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HCVAX vs. VTMFX commentary
Nov 20, 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: 11.5B vs. HCVAX (144M). HCVAX pays higher dividends than VTMFX: HCVAX (2.23) vs VTMFX (2.08). 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). HCVAX annual gain was more profitable for investors over the last year : 8.66 vs. VTMFX (6.85). VTMFX return over 5 years is better than : 37.33 vs. HCVAX (16.51).
| 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 | 9.206 | 7.464 | 123% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 10000 | 20% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 144M | 11.5B | 1% |
| Annual Yield % from dividends | 2.23 | 2.08 | 107% |
| Returns for 1 year | 8.66 | 6.85 | 126% |
| Returns for 3 years | 28.89 | 35.25 | 82% |
| Returns for 5 years | 16.51 | 37.33 | 44% |
| Returns for 10 years | 49.01 | 89.84 | 55% |
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