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HIBCX vs VTSMX
HIBCX vs VTSMX Comparison
Open Charts HIBCX vs VTSMX
Hartford Capital Appreciation HLS IB
Price$53.99
Change+$0.39 (+0.73%)
VolumeN/A
Net Assets3.65B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
HIBCX vs VTSMX Comparison Chart in %
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HIBCX vs. VTSMX commentary
Jul 05, 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: 1.82T vs. HIBCX (3.65B). VTSMX pays higher dividends than HIBCX: VTSMX (1.12) vs HIBCX (0.50). 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 : 12.91 vs. HIBCX (6.06). VTSMX return over 5 years is better than : 93.92 vs. HIBCX (25.20).
| 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 | 3.555 | 5.513 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.65B | 1.82T | 0% |
| Annual Yield % from dividends | 0.50 | 1.12 | 44% |
| Returns for 1 year | 6.06 | 12.91 | 47% |
| Returns for 3 years | 26.17 | 60.70 | 43% |
| Returns for 5 years | 25.20 | 93.92 | 27% |
| Returns for 10 years | 2.05 | 195.50 | 1% |
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