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HCVTX vs VTMFX
HCVTX vs VTMFX Comparison
Open Charts HCVTX vs VTMFX
Hartford Conservative Allocation R5
Price$10.93
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets139.83M
Vanguard Tax-Managed Balanced Adm
Price$42.54
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets10.14B
HCVTX vs VTMFX Comparison Chart
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HCVTX vs. VTMFX commentary
Apr 19, 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: 10.1B vs. HCVTX (140M). HCVTX pays higher dividends than VTMFX: HCVTX (2.74) vs VTMFX (2.23). HCVTX was incepted earlier than VTMFX: HCVTX (18 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 (23.00). 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 : 6.56 vs. VTMFX (2.84). VTMFX return over 5 years is better than : 38.30 vs. HCVTX (20.04).
| HCVTX | VTMFX | HCVTX / VTMFX | |
| Total Expense Ratio | 0.75 | 0.09 | 833% |
| Annual Report Gross Expense Ratio | 0.75 | 0.09 | 833% |
| Fund Existence | 18 years | 31 years | - |
| Gain YTD | -1.175 | -5.922 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140M | 10.1B | 1% |
| Annual Yield % from dividends | 2.74 | 2.23 | 123% |
| Returns for 1 year | 6.56 | 2.84 | 231% |
| Returns for 3 years | 9.24 | 12.18 | 76% |
| Returns for 5 years | 20.04 | 38.30 | 52% |
| Returns for 10 years | 31.53 | 65.52 | 48% |
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