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HCVTX vs VTMFX
HCVTX vs VTMFX Comparison
Open Charts HCVTX vs VTMFX
Hartford Conservative Allocation R5
Price$12.06
Change+$0.08 (+0.67%)
VolumeN/A
Net Assets144.21M
Vanguard Tax-Managed Balanced Adm
Price$47.89
Change+$0.16 (+0.34%)
VolumeN/A
Net Assets10.97B
HCVTX vs VTMFX Comparison Chart in %
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HCVTX vs. VTMFX commentary
Sep 09, 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 Buy and VTMFX is a Buy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11B vs. HCVTX (144M). HCVTX pays higher dividends than VTMFX: HCVTX (2.56) vs VTMFX (2.12). 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). VTMFX (9.73) and HCVTX (9.50) have marching annual gain over last year. VTMFX return over 5 years is better than : 39.45 vs. HCVTX (21.08).
| 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 | 8.680 | 5.583 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144M | 11B | 1% |
| Annual Yield % from dividends | 2.56 | 2.12 | 121% |
| Returns for 1 year | 9.50 | 9.73 | 98% |
| Returns for 3 years | 26.80 | 30.97 | 87% |
| Returns for 5 years | 21.08 | 39.45 | 53% |
| Returns for 10 years | 52.64 | 92.18 | 57% |
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