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HCAFX vs VTSMX
HCAFX vs VTSMX Comparison
Open Charts HCAFX vs VTSMX
Hartford Capital Appreciation F
Price$44.41
Change+$0.34 (+0.77%)
VolumeN/A
Net Assets6.12B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
HCAFX vs VTSMX Comparison Chart in %
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HCAFX 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 HCAFX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. HCAFX (6.12B). VTSMX pays higher dividends than HCAFX: VTSMX (1.12) vs HCAFX (0.78). 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 : 13.89 vs. HCAFX (1.54). VTSMX return over 5 years is better than : 95.59 vs. HCAFX (25.78).
| 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 | 3.423 | 6.421 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.12B | 1.82T | 0% |
| Annual Yield % from dividends | 0.78 | 1.12 | 69% |
| Returns for 1 year | 1.54 | 13.89 | 11% |
| Returns for 3 years | 33.24 | 62.08 | 54% |
| Returns for 5 years | 25.78 | 95.59 | 27% |
| Returns for 10 years | N/A | 198.05 | - |
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