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HCVTX vs VTMFX
HCVTX vs VTMFX Comparison
Open Charts HCVTX vs VTMFX
Hartford Conservative Allocation R5
Price$11.10
Change+$0.04 (+0.36%)
VolumeN/A
CapitalizationN/A
Vanguard Tax-Managed Balanced Adm
Price$45.52
Change+$0.30 (+0.66%)
VolumeN/A
CapitalizationN/A
HCVTX vs VTMFX Comparison Chart
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HCVTX vs. VTMFX commentary
Jan 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 10.5B vs. HCVTX (149M). 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 : 12.86 vs. HCVTX (9.89). VTMFX return over 5 years is better than : 39.22 vs. HCVTX (14.28).
| 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 | 0.362 | 0.641 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149M | 10.5B | 1% |
| Annual Yield % from dividends | 2.82 | 1.93 | 146% |
| Returns for 1 year | 9.89 | 12.86 | 77% |
| Returns for 3 years | 3.22 | 10.79 | 30% |
| Returns for 5 years | 14.28 | 39.22 | 36% |
| Returns for 10 years | 38.55 | 82.01 | 47% |
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