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HCAYX vs VTSMX
HCAYX vs VTSMX Comparison
Open Charts HCAYX vs VTSMX
Hartford Capital Appreciation Y
Price$59.99
Change-$0.99 (-1.62%)
VolumeN/A
Net Assets6.15B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
HCAYX vs VTSMX Comparison Chart in %
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HCAYX vs. VTSMX commentary
Nov 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 HCAYX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. HCAYX (6.15B). VTSMX pays higher dividends than HCAYX: VTSMX (1.02) vs HCAYX (0.48). HCAYX was incepted earlier than VTSMX: HCAYX (29 years) vs VTSMX (34 years). HCAYX (0.81) is less costly to investors than VTSMX (0.14). HCAYX is a more actively managed with annual turnover of: 85.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than HCAYX: VTSMX (3000) vs HCAYX (250000). VTSMX annual gain was more profitable for investors over the last year : 13.42 vs. HCAYX (0.52). VTSMX return over 5 years is better than : 83.98 vs. HCAYX (21.54).
| HCAYX | VTSMX | HCAYX / VTSMX | |
| Total Expense Ratio | 0.81 | 0.14 | 579% |
| Annual Report Gross Expense Ratio | 0.81 | 0.14 | 579% |
| Fund Existence | 29 years | 34 years | - |
| Gain YTD | 10.172 | 15.972 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.15B | 2.05T | 0% |
| Annual Yield % from dividends | 0.48 | 1.02 | 47% |
| Returns for 1 year | 0.52 | 13.42 | 4% |
| Returns for 3 years | 38.78 | 68.22 | 57% |
| Returns for 5 years | 21.54 | 83.98 | 26% |
| Returns for 10 years | 52.10 | 235.40 | 22% |
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