Ad is loading...
HIBCX vs VTSAX
HIBCX vs VTSAX Comparison
Open Charts HIBCX vs VTSAX
Hartford Capital Appreciation HLS IB
Price$50.24
Change+$0.32 (+0.64%)
VolumeN/A
Net Assets3.55B
Vanguard Total Stock Mkt Idx Adm
Price$134.15
Change-$3.82 (-2.77%)
VolumeN/A
Net Assets1.81T
HIBCX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HIBCX vs. VTSAX commentary
Mar 11, 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 Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. HIBCX (3.55B). VTSAX pays higher dividends than HIBCX: VTSAX (1.25) vs HIBCX (0.51). HIBCX was incepted earlier than VTSAX: HIBCX (27 years) vs VTSAX (24 years). HIBCX (0.92) is less costly to investors than VTSAX (0.04). HIBCX is a more actively managed with annual turnover of: 72.00 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 : 10.84 vs. HIBCX (5.41). VTSAX return over 5 years is better than : 88.84 vs. HIBCX (22.85).
| HIBCX | VTSAX | HIBCX / VTSAX | |
| Total Expense Ratio | 0.92 | 0.04 | 2,300% |
| Annual Report Gross Expense Ratio | 0.92 | 0.04 | 2,300% |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | -2.937 | -2.170 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.55B | 1.81T | 0% |
| Annual Yield % from dividends | 0.51 | 1.25 | 41% |
| Returns for 1 year | 5.41 | 10.84 | 50% |
| Returns for 3 years | 9.71 | 35.24 | 28% |
| Returns for 5 years | 22.85 | 88.84 | 26% |
| Returns for 10 years | -2.35 | 177.51 | -1% |
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 % |
| OVEIX | 14.89 | 0.18 | +1.22% |
| Sterling Capital Mid Value I | |||
| NWJEX | 102.18 | 1.19 | +1.18% |
| Nationwide NYSE Arca Tech 100 Idx R6 | |||
| CSDIX | 17.93 | 0.13 | +0.73% |
| Cohen & Steers Real Estate Securities I | |||
| HDIVX | 16.89 | 0.11 | +0.66% |
| Janus Henderson Responsible Intl Div I | |||
| FZIPX | 12.96 | 0.07 | +0.54% |
| Fidelity ZERO Extended Market Index | |||