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HCVAX vs VTMFX
HCVAX vs VTMFX Comparison
Open Charts HCVAX vs VTMFX
Hartford Conservative Allocation A
Price$12.19
Change-$0.09 (-0.73%)
VolumeN/A
Net Assets146.34M
Vanguard Tax-Managed Balanced Adm
Price$49.01
Change-$0.42 (-0.85%)
VolumeN/A
Net Assets11.48B
HCVAX vs VTMFX Comparison Chart in %
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HCVAX vs. VTMFX 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 HCVAX is a Buy and VTMFX is a Hold.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. HCVAX (146M). HCVAX pays higher dividends than VTMFX: HCVAX (2.23) vs VTMFX (2.08). HCVAX was incepted earlier than VTMFX: HCVAX (21 years) vs VTMFX (31 years). HCVAX (1.01) is less costly to investors than VTMFX (0.09). HCVAX is a more actively managed with annual turnover of: 29.00 vs. VTMFX (20.00). HCVAX has a lower initial minimum investment than VTMFX: HCVAX (2000) vs VTMFX (10000). HCVAX annual gain was more profitable for investors over the last year : 9.18 vs. VTMFX (7.28). VTMFX return over 5 years is better than : 38.77 vs. HCVAX (17.79).
| HCVAX | VTMFX | HCVAX / VTMFX | |
| Total Expense Ratio | 1.01 | 0.09 | 1,122% |
| Annual Report Gross Expense Ratio | 1.01 | 0.09 | 1,122% |
| Fund Existence | 21 years | 31 years | - |
| Gain YTD | 10.018 | 8.415 | 119% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 10000 | 20% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 146M | 11.5B | 1% |
| Annual Yield % from dividends | 2.23 | 2.08 | 107% |
| Returns for 1 year | 9.18 | 7.28 | 126% |
| Returns for 3 years | 30.36 | 37.42 | 81% |
| Returns for 5 years | 17.79 | 38.77 | 46% |
| Returns for 10 years | 50.89 | 93.51 | 54% |
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