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HCACX vs VTSMX
HCACX vs VTSMX Comparison
Open Charts HCACX vs VTSMX
Hartford Capital Appreciation C
Price$24.30
Change-$0.34 (-1.38%)
VolumeN/A
Net Assets5.86B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
HCACX vs VTSMX Comparison Chart
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HCACX vs. VTSMX commentary
Jun 16, 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 (5.86B). VTSMX pays higher dividends than HCACX: VTSMX (1.18) vs HCACX (0.24). 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 : 10.06 vs. HCACX (-9.69). VTSMX return over 5 years is better than : 91.36 vs. HCACX (-3.47).
| 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 | -2.174 | 1.349 | -161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.86B | 1.82T | 0% |
| Annual Yield % from dividends | 0.24 | 1.18 | 21% |
| Returns for 1 year | -9.69 | 10.06 | -96% |
| Returns for 3 years | 14.51 | 57.59 | 25% |
| Returns for 5 years | -3.47 | 91.36 | -4% |
| Returns for 10 years | -24.74 | 178.92 | -14% |
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