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HCVAX vs VTMFX
HCVAX vs VTMFX Comparison
Open Charts HCVAX vs VTMFX
Hartford Conservative Allocation A
Price$12.21
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets144.91M
Vanguard Tax-Managed Balanced Adm
Price$48.97
Change+$0.03 (+0.06%)
VolumeN/A
Net Assets11.28B
HCVAX vs VTMFX Comparison Chart in %
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HCVAX vs. VTMFX commentary
Oct 22, 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 Hold and VTMFX is a Hold.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.3B vs. HCVAX (145M). HCVAX pays higher dividends than VTMFX: HCVAX (2.25) vs VTMFX (2.12). 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 : 9.26 vs. VTMFX (8.40). VTMFX return over 5 years is better than : 41.81 vs. HCVAX (20.20).
| 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 | 10.199 | 8.326 | 122% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 10000 | 20% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 145M | 11.3B | 1% |
| Annual Yield % from dividends | 2.25 | 2.12 | 106% |
| Returns for 1 year | 9.26 | 8.40 | 110% |
| Returns for 3 years | 35.86 | 41.96 | 85% |
| Returns for 5 years | 20.20 | 41.81 | 48% |
| Returns for 10 years | 48.85 | 92.42 | 53% |
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