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HIBCX vs VTSAX
HIBCX vs VTSAX Comparison
Open Charts HIBCX vs VTSAX
Hartford Capital Appreciation HLS IB
Price$53.50
Change+$0.27 (+0.51%)
VolumeN/A
Net Assets3.83B
Vanguard Total Stock Mkt Idx Adm
Price$147.07
Change+$0.75 (+0.51%)
VolumeN/A
Net Assets1.78T
HIBCX vs VTSAX Comparison Chart
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HIBCX vs. VTSAX commentary
Jan 24, 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 HIBCX is a StrongBuy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. HIBCX (3.83B). VTSAX pays higher dividends than HIBCX: VTSAX (1.35) vs HIBCX (0.54). HIBCX was incepted earlier than VTSAX: HIBCX (27 years) vs VTSAX (24 years). HIBCX is a more actively managed with annual turnover of: 49.00 vs. VTSAX (2.00). HIBCX has a lower initial minimum investment than VTSAX: HIBCX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 25.48 vs. HIBCX (18.46). VTSAX return over 5 years is better than : 81.50 vs. HIBCX (18.55).
| HIBCX | VTSAX | HIBCX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 3.362 | 4.283 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.83B | 1.78T | 0% |
| Annual Yield % from dividends | 0.54 | 1.35 | 40% |
| Returns for 1 year | 18.46 | 25.48 | 72% |
| Returns for 3 years | 10.13 | 36.41 | 28% |
| Returns for 5 years | 18.55 | 81.50 | 23% |
| Returns for 10 years | 5.11 | 195.70 | 3% |