HCVAX
Price
$12.05
Change
-$0.10 (-0.82%)
Updated
Feb 3 closing price
Net Assets
143.17M
VTMFX
Price
$49.74
Change
+$1.00 (+2.05%)
Updated
Feb 3 closing price
Net Assets
11.52B
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HCVAX vs VTMFX

Header iconHCVAX vs VTMFX Comparison
Open Charts HCVAX vs VTMFXBanner chart's image
Hartford Conservative Allocation A
Price$12.05
Change-$0.10 (-0.82%)
VolumeN/A
Net Assets143.17M
Vanguard Tax-Managed Balanced Adm
Price$49.74
Change+$1.00 (+2.05%)
VolumeN/A
Net Assets11.52B
HCVAX vs VTMFX Comparison Chart in %
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HCVAX vs. VTMFX commentary
Feb 04, 2026

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 Hold and VTMFX is a Buy.

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FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. HCVAX (143M). HCVAX pays higher dividends than VTMFX: HCVAX (3.15) vs VTMFX (2.11). HCVAX was incepted earlier than VTMFX: HCVAX (22 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: 27.00 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 : 10.61 vs. VTMFX (8.45). VTMFX return over 5 years is better than : 33.48 vs. HCVAX (15.84).
HCVAXVTMFXHCVAX / VTMFX
Total Expense Ratio1.010.091,122%
Annual Report Gross Expense Ratio1.010.091,122%
Fund Existence22 years31 years-
Gain YTD1.0061.05695%
Front Load6%N/A-
Min. Initial Investment20001000020%
Min. Initial Investment IRA2000N/A-
Net Assets143M11.5B1%
Annual Yield % from dividends3.152.11149%
Returns for 1 year10.618.45126%
Returns for 3 years27.3132.7883%
Returns for 5 years15.8433.4847%
Returns for 10 years64.66103.3663%
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