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HCAYX vs VTSMX
HCAYX vs VTSMX Comparison
Open Charts HCAYX vs VTSMX
Hartford Capital Appreciation Y
Price$59.13
Change+$0.13 (+0.22%)
VolumeN/A
Net Assets6.25B
Vanguard Total Stock Mkt Idx I
Price$165.40
Change+$0.51 (+0.31%)
VolumeN/A
Net Assets2.06T
HCAYX vs VTSMX Comparison Chart in %
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HCAYX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. HCAYX (6.25B). 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 : 14.42 vs. HCAYX (4.38). VTSMX return over 5 years is better than : 76.81 vs. HCAYX (15.27).
| 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 | 6.829 | 17.377 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.25B | 2.06T | 0% |
| Annual Yield % from dividends | 0.48 | 1.02 | 47% |
| Returns for 1 year | 4.38 | 14.42 | 30% |
| Returns for 3 years | 43.15 | 78.00 | 55% |
| Returns for 5 years | 15.27 | 76.81 | 20% |
| Returns for 10 years | 56.43 | 234.96 | 24% |
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