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HCVTX vs VTMFX
HCVTX vs VTMFX Comparison
Open Charts HCVTX vs VTMFX
Hartford Conservative Allocation R5
Price$11.54
Change+$0.01 (+0.09%)
VolumeN/A
CapitalizationN/A
Vanguard Tax-Managed Balanced Adm
Price$46.22
Change+$0.14 (+0.30%)
VolumeN/A
CapitalizationN/A
HCVTX vs VTMFX Comparison Chart
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HCVTX vs. VTMFX commentary
Nov 27, 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 HCVTX is a Buy and VTMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 10.1B vs. HCVTX (153M). HCVTX pays higher dividends than VTMFX: HCVTX (2.82) vs VTMFX (1.93). HCVTX was incepted earlier than VTMFX: HCVTX (18 years) vs VTMFX (30 years). VTMFX is a more actively managed with annual turnover of: 23.00 vs. HCVTX (19.00). HCVTX has a lower initial minimum investment than VTMFX: HCVTX (0) vs VTMFX (10000). VTMFX annual gain was more profitable for investors over the last year : 17.81 vs. HCVTX (14.84). VTMFX return over 5 years is better than : 42.80 vs. HCVTX (17.30).
| HCVTX | VTMFX | HCVTX / VTMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 30 years | - |
| Gain YTD | 9.905 | 13.109 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153M | 10.1B | 2% |
| Annual Yield % from dividends | 2.82 | 1.93 | 146% |
| Returns for 1 year | 14.84 | 17.81 | 83% |
| Returns for 3 years | 2.63 | 14.04 | 19% |
| Returns for 5 years | 17.30 | 42.80 | 40% |
| Returns for 10 years | 31.42 | 82.42 | 38% |
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