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HIBCX vs VTSMX
HIBCX vs VTSMX Comparison
Open Charts HIBCX vs VTSMX
Hartford Capital Appreciation HLS IB
Price$55.40
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets3.7B
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
HIBCX vs VTSMX Comparison Chart in %
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HIBCX vs. VTSMX commentary
Aug 17, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. HIBCX (3.7B). VTSMX pays higher dividends than HIBCX: VTSMX (1.09) vs HIBCX (0.49). 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 : 16.21 vs. HIBCX (8.45). VTSMX return over 5 years is better than : 85.82 vs. HIBCX (20.02).
| 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 | 7.032 | 9.266 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.7B | 1.91T | 0% |
| Annual Yield % from dividends | 0.49 | 1.09 | 45% |
| Returns for 1 year | 8.45 | 16.21 | 52% |
| Returns for 3 years | 16.80 | 46.80 | 36% |
| Returns for 5 years | 20.02 | 85.82 | 23% |
| Returns for 10 years | 4.82 | 202.54 | 2% |
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