Ad is loading...
HCVTX vs VTMFX
HCVTX vs VTMFX Comparison
Open Charts HCVTX vs VTMFX
Hartford Conservative Allocation R5
Price$11.53
Change+$0.07 (+0.61%)
VolumeN/A
CapitalizationN/A
Vanguard Tax-Managed Balanced Adm
Price$45.19
Change+$0.37 (+0.83%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
HCVTX vs VTMFX Comparison Chart
Loading...
HCVTX vs. VTMFX commentary
Sep 20, 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 StrongSell.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 10.1B vs. HCVTX (96.9M). 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 (15.84) and HCVTX (15.73) have marching annual gain over last year. VTMFX return over 5 years is better than : 42.15 vs. HCVTX (18.75).
| 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 | 9.143 | 9.246 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.9M | 10.1B | 1% |
| Annual Yield % from dividends | 2.82 | 1.93 | 146% |
| Returns for 1 year | 15.73 | 15.84 | 99% |
| Returns for 3 years | 1.17 | 11.68 | 10% |
| Returns for 5 years | 18.75 | 42.15 | 44% |
| Returns for 10 years | 28.98 | 79.45 | 36% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CMNIX | 14.81 | N/A | N/A |
| Calamos Market Neutral Income I | |||
| ARTNX | 15.44 | -0.01 | -0.06% |
| Artisan Select Equity Investor | |||
| GENIX | 14.55 | -0.01 | -0.07% |
| Gotham Enhanced Return Institutional | |||
| NRERX | 15.20 | -0.03 | -0.20% |
| Neuberger Berman Real Estate R3 | |||
| MBGFX | 17.77 | -2.75 | -13.40% |
| MassMutual Blue Chip Growth R4 | |||