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HCVTX vs VTMFX
HCVTX vs VTMFX Comparison
Open Charts HCVTX vs VTMFX
Hartford Conservative Allocation R5
Price$11.80
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets143.2M
Vanguard Tax-Managed Balanced Adm
Price$46.91
Change+$0.15 (+0.32%)
VolumeN/A
Net Assets10.81B
HCVTX vs VTMFX Comparison Chart in %
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HCVTX vs. VTMFX commentary
Aug 07, 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 HCVTX is a Hold and VTMFX is a Buy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 10.8B vs. HCVTX (143M). HCVTX pays higher dividends than VTMFX: HCVTX (2.61) vs VTMFX (2.15). HCVTX was incepted earlier than VTMFX: HCVTX (19 years) vs VTMFX (31 years). HCVTX (0.75) is less costly to investors than VTMFX (0.09). HCVTX is a more actively managed with annual turnover of: 29.00 vs. VTMFX (20.00). HCVTX has a lower initial minimum investment than VTMFX: HCVTX (0) vs VTMFX (10000). HCVTX annual gain was more profitable for investors over the last year : 10.05 vs. VTMFX (9.27). VTMFX return over 5 years is better than : 37.19 vs. HCVTX (18.66).
| HCVTX | VTMFX | HCVTX / VTMFX | |
| Total Expense Ratio | 0.75 | 0.09 | 833% |
| Annual Report Gross Expense Ratio | 0.75 | 0.09 | 833% |
| Fund Existence | 19 years | 31 years | - |
| Gain YTD | 6.510 | 3.438 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143M | 10.8B | 1% |
| Annual Yield % from dividends | 2.61 | 2.15 | 121% |
| Returns for 1 year | 10.05 | 9.27 | 108% |
| Returns for 3 years | 22.13 | 25.80 | 86% |
| Returns for 5 years | 18.66 | 37.19 | 50% |
| Returns for 10 years | 46.15 | 83.60 | 55% |
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