HCAYX
Price
$59.13
Change
+$0.13 (+0.22%)
Updated
Dec 24 closing price
Net Assets
6.25B
VSMPX
Price
$310.36
Change
+$0.96 (+0.31%)
Updated
Dec 24 closing price
Net Assets
2.06T
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HCAYX vs VSMPX

Header iconHCAYX vs VSMPX Comparison
Open Charts HCAYX vs VSMPXBanner chart's image
Hartford Capital Appreciation Y
Price$59.13
Change+$0.13 (+0.22%)
VolumeN/A
Net Assets6.25B
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.36
Change+$0.96 (+0.31%)
VolumeN/A
Net Assets2.06T
HCAYX vs VSMPX Comparison Chart in %
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VS
HCAYX vs. VSMPX commentary
Dec 27, 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 HCAYX is a Buy and VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. HCAYX (6.25B). VSMPX pays higher dividends than HCAYX: VSMPX (1.12) vs HCAYX (0.48). HCAYX was incepted earlier than VSMPX: HCAYX (29 years) vs VSMPX (11 years). HCAYX (0.81) is less costly to investors than VSMPX (0.02). HCAYX is a more actively managed with annual turnover of: 85.00 vs. VSMPX (2.00). HCAYX has a lower initial minimum investment than VSMPX: HCAYX (250000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 14.43 vs. HCAYX (4.38). VSMPX return over 5 years is better than : 76.89 vs. HCAYX (15.27).
HCAYXVSMPXHCAYX / VSMPX
Total Expense Ratio0.810.024,050%
Annual Report Gross Expense Ratio0.810.024,050%
Fund Existence29 years11 years-
Gain YTD6.82917.38239%
Front LoadN/AN/A-
Min. Initial Investment2500001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.25B2.06T0%
Annual Yield % from dividends0.481.1243%
Returns for 1 year4.3814.4330%
Returns for 3 years43.1578.1055%
Returns for 5 years15.2776.8920%
Returns for 10 years56.43225.0925%
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