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HCACX vs VTSMX
HCACX vs VTSMX Comparison
Open Charts HCACX vs VTSMX
Hartford Capital Appreciation C
Price$26.55
Change+$0.16 (+0.61%)
VolumeN/A
Net Assets6.21B
Vanguard Total Stock Mkt Idx I
Price$159.19
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
HCACX vs VTSMX Comparison Chart in %
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HCACX vs. VTSMX commentary
Sep 29, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. HCACX (6.21B). VTSMX pays higher dividends than HCACX: VTSMX (1.07) 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 : 15.63 vs. HCACX (-6.78). VTSMX return over 5 years is better than : 96.53 vs. HCACX (-3.92).
| 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 | 6.884 | 12.949 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.21B | 1.95T | 0% |
| Annual Yield % from dividends | 0.23 | 1.07 | 21% |
| Returns for 1 year | -6.78 | 15.63 | -43% |
| Returns for 3 years | 29.43 | 80.25 | 37% |
| Returns for 5 years | -3.92 | 96.53 | -4% |
| Returns for 10 years | -5.73 | 249.92 | -2% |
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