Interact to see
Advertisement
Advertisement
HCVAX vs VTMFX
HCVAX vs VTMFX Comparison
Open Charts HCVAX vs VTMFX
Hartford Conservative Allocation A
Price$12.36
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets145.31M
Vanguard Tax-Managed Balanced Adm
Price$49.48
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.51B
HCVAX vs VTMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HCVAX vs. VTMFX commentary
Dec 28, 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: 11.5B vs. HCVAX (145M). HCVAX pays higher dividends than VTMFX: HCVAX (2.22) vs VTMFX (2.07). 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: 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 : 10.89 vs. VTMFX (8.08). VTMFX return over 5 years is better than : 36.04 vs. HCVAX (16.47).
| 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 | 22 years | 31 years | - |
| Gain YTD | 11.552 | 9.454 | 122% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 10000 | 20% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 145M | 11.5B | 1% |
| Annual Yield % from dividends | 2.22 | 2.07 | 107% |
| Returns for 1 year | 10.89 | 8.08 | 135% |
| Returns for 3 years | 32.05 | 39.00 | 82% |
| Returns for 5 years | 16.47 | 36.04 | 46% |
| Returns for 10 years | 55.38 | 94.00 | 59% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers