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HIBCX vs VTSMX
HIBCX vs VTSMX Comparison
Open Charts HIBCX vs VTSMX
Hartford Capital Appreciation HLS IB
Price$46.45
Change+$0.78 (+1.71%)
VolumeN/A
Net Assets3.19B
Vanguard Total Stock Mkt Idx I
Price$127.47
Change+$2.22 (+1.77%)
VolumeN/A
Net Assets1.7T
HIBCX vs VTSMX Comparison Chart
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HIBCX vs. VTSMX commentary
Apr 12, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. HIBCX (3.19B). VTSMX pays higher dividends than HIBCX: VTSMX (1.25) vs HIBCX (0.54). HIBCX was incepted earlier than VTSMX: HIBCX (27 years) vs VTSMX (33 years). HIBCX (0.92) is less costly to investors than VTSMX (0.14). HIBCX is a more actively managed with annual turnover of: 72.00 vs. VTSMX (2.00). HIBCX has a lower initial minimum investment than VTSMX: HIBCX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 0.30 vs. HIBCX (-4.50). VTSMX return over 5 years is better than : 85.34 vs. HIBCX (20.91).
| HIBCX | VTSMX | HIBCX / VTSMX | |
| Total Expense Ratio | 0.92 | 0.14 | 657% |
| Annual Report Gross Expense Ratio | 0.92 | 0.14 | 657% |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | -11.766 | -11.144 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.19B | 1.7T | 0% |
| Annual Yield % from dividends | 0.54 | 1.25 | 43% |
| Returns for 1 year | -4.50 | 0.30 | -1,483% |
| Returns for 3 years | -5.67 | 17.00 | -33% |
| Returns for 5 years | 20.91 | 85.34 | 25% |
| Returns for 10 years | -14.60 | 145.28 | -10% |
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