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HIBCX vs VTSMX
HIBCX vs VTSMX Comparison
Open Charts HIBCX vs VTSMX
Hartford Capital Appreciation HLS IB
Price$53.50
Change+$0.27 (+0.51%)
VolumeN/A
Net Assets3.83B
Vanguard Total Stock Mkt Idx I
Price$147.04
Change+$0.75 (+0.51%)
VolumeN/A
Net Assets1.78T
HIBCX vs VTSMX Comparison Chart
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HIBCX vs. VTSMX commentary
Jan 24, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. HIBCX (3.83B). VTSMX pays higher dividends than HIBCX: VTSMX (1.26) vs HIBCX (0.54). HIBCX was incepted earlier than VTSMX: HIBCX (27 years) vs VTSMX (33 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 : 25.48 vs. HIBCX (18.46). VTSMX return over 5 years is better than : 81.48 vs. HIBCX (18.55).
| HIBCX | VTSMX | HIBCX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | 3.362 | 4.284 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.83B | 1.78T | 0% |
| Annual Yield % from dividends | 0.54 | 1.26 | 43% |
| Returns for 1 year | 18.46 | 25.48 | 72% |
| Returns for 3 years | 10.13 | 36.40 | 28% |
| Returns for 5 years | 18.55 | 81.48 | 23% |
| Returns for 10 years | 5.11 | 195.06 | 3% |
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