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HIBCX vs VTSMX
HIBCX vs VTSMX Comparison
Open Charts HIBCX vs VTSMX
Hartford Capital Appreciation HLS IB
Price$51.98
Change-$0.07 (-0.13%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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HIBCX vs VTSMX Comparison Chart
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HIBCX vs. VTSMX commentary
Sep 21, 2024
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: 1.72T vs. HIBCX (3.81B). VTSMX pays higher dividends than HIBCX: VTSMX (1.26) vs HIBCX (0.54). HIBCX was incepted earlier than VTSMX: HIBCX (26 years) vs VTSMX (32 years). HIBCX is a more actively managed with annual turnover of: 49.00 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 : 31.53 vs. HIBCX (28.52). VTSMX return over 5 years is better than : 85.64 vs. HIBCX (24.87).
| HIBCX | VTSMX | HIBCX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 32 years | - |
| Gain YTD | 16.071 | 18.617 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.81B | 1.72T | 0% |
| Annual Yield % from dividends | 0.54 | 1.26 | 43% |
| Returns for 1 year | 28.52 | 31.53 | 90% |
| Returns for 3 years | -0.07 | 25.35 | -0% |
| Returns for 5 years | 24.87 | 85.64 | 29% |
| Returns for 10 years | 3.37 | 187.59 | 2% |
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