HCPCX
Price
$51.49
Change
-$0.84 (-1.61%)
Updated
Nov 13 closing price
Net Assets
3.71B
VSMPX
Price
$301.31
Change
-$5.38 (-1.75%)
Updated
Nov 13 closing price
Net Assets
2.05T
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HCPCX vs VSMPX

Header iconHCPCX vs VSMPX Comparison
Open Charts HCPCX vs VSMPXBanner chart's image
Hartford Capital Appreciation HLS IC
Price$51.49
Change-$0.84 (-1.61%)
VolumeN/A
Net Assets3.71B
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.31
Change-$5.38 (-1.75%)
VolumeN/A
Net Assets2.05T
HCPCX vs VSMPX Comparison Chart in %
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VS
HCPCX vs. VSMPX 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 HCPCX is a Buy and VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. HCPCX (3.71B). VSMPX pays higher dividends than HCPCX: VSMPX (1.12) vs HCPCX (0.26). HCPCX was incepted earlier than VSMPX: HCPCX (12 years) vs VSMPX (11 years). HCPCX (1.17) is less costly to investors than VSMPX (0.02). HCPCX is a more actively managed with annual turnover of: 72.00 vs. VSMPX (2.00). HCPCX has a lower initial minimum investment than VSMPX: HCPCX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.44 vs. HCPCX (-3.62). VSMPX return over 5 years is better than : 84.08 vs. HCPCX (7.16).
HCPCXVSMPXHCPCX / VSMPX
Total Expense Ratio1.170.025,850%
Annual Report Gross Expense Ratio1.170.025,850%
Fund Existence12 years11 years-
Gain YTD0.45415.9943%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.71B2.05T0%
Annual Yield % from dividends0.261.1223%
Returns for 1 year-3.6213.44-27%
Returns for 3 years34.3068.3050%
Returns for 5 years7.1684.089%
Returns for 10 years24.15225.4811%
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