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HCAFX vs VTSMX
HCAFX vs VTSMX Comparison
Open Charts HCAFX vs VTSMX
Hartford Capital Appreciation F
Price$42.24
Change-$0.59 (-1.38%)
VolumeN/A
Net Assets5.94B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
HCAFX vs VTSMX Comparison Chart
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HCAFX vs. VTSMX commentary
Jun 14, 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 HCAFX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. HCAFX (5.94B). VTSMX pays higher dividends than HCAFX: VTSMX (1.18) vs HCAFX (0.81). HCAFX was incepted earlier than VTSMX: HCAFX (8 years) vs VTSMX (33 years). HCAFX (0.70) is less costly to investors than VTSMX (0.14). HCAFX is a more actively managed with annual turnover of: 85.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than HCAFX: VTSMX (3000) vs HCAFX (1000000). VTSMX annual gain was more profitable for investors over the last year : 10.06 vs. HCAFX (-2.68). VTSMX return over 5 years is better than : 91.36 vs. HCAFX (22.64).
| HCAFX | VTSMX | HCAFX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.70 | 0.14 | 500% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | -1.630 | 1.349 | -121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.94B | 1.82T | 0% |
| Annual Yield % from dividends | 0.81 | 1.18 | 68% |
| Returns for 1 year | -2.68 | 10.06 | -27% |
| Returns for 3 years | 30.31 | 57.59 | 53% |
| Returns for 5 years | 22.64 | 91.36 | 25% |
| Returns for 10 years | N/A | 178.92 | - |
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