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HCACX vs VTSMX
HCACX vs VTSMX Comparison
Open Charts HCACX vs VTSMX
Hartford Capital Appreciation C
Price$25.54
Change+$0.20 (+0.79%)
VolumeN/A
Net Assets6.12B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
HCACX vs VTSMX Comparison Chart in %
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HCACX vs. VTSMX commentary
Jul 07, 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 HCACX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. HCACX (6.12B). VTSMX pays higher dividends than HCACX: VTSMX (1.12) vs HCACX (0.23). HCACX was incepted earlier than VTSMX: HCACX (27 years) vs VTSMX (33 years). HCACX (1.85) is less costly to investors than VTSMX (0.14). HCACX is a more actively managed with annual turnover of: 85.00 vs. VTSMX (2.00). HCACX has a lower initial minimum investment than VTSMX: HCACX (2000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. HCACX (-5.78). VTSMX return over 5 years is better than : 95.59 vs. HCACX (-0.94).
| HCACX | VTSMX | HCACX / VTSMX | |
| Total Expense Ratio | 1.85 | 0.14 | 1,321% |
| Annual Report Gross Expense Ratio | 1.85 | 0.14 | 1,321% |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | 2.818 | 6.421 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.12B | 1.82T | 0% |
| Annual Yield % from dividends | 0.23 | 1.12 | 21% |
| Returns for 1 year | -5.78 | 13.89 | -42% |
| Returns for 3 years | 17.11 | 62.08 | 28% |
| Returns for 5 years | -0.94 | 95.59 | -1% |
| Returns for 10 years | -19.24 | 198.05 | -10% |
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