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HCVIX vs VTMFX
HCVIX vs VTMFX Comparison
Open Charts HCVIX vs VTMFX
Hartford Conservative Allocation I
Price$12.05
Change-$0.12 (-0.99%)
VolumeN/A
Net Assets142.86M
Vanguard Tax-Managed Balanced Adm
Price$49.74
Change+$1.00 (+2.05%)
VolumeN/A
Net Assets11.52B
HCVIX vs VTMFX Comparison Chart in %
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HCVIX 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 HCVIX is a Hold and VTMFX is a Buy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. HCVIX (143M). HCVIX pays higher dividends than VTMFX: HCVIX (3.45) vs VTMFX (2.11). HCVIX was incepted earlier than VTMFX: HCVIX (19 years) vs VTMFX (31 years). HCVIX (0.74) is less costly to investors than VTMFX (0.09). HCVIX is a more actively managed with annual turnover of: 27.00 vs. VTMFX (20.00). HCVIX has a lower initial minimum investment than VTMFX: HCVIX (2000) vs VTMFX (10000). HCVIX annual gain was more profitable for investors over the last year : 10.94 vs. VTMFX (8.45). VTMFX return over 5 years is better than : 33.48 vs. HCVIX (17.39).
| HCVIX | VTMFX | HCVIX / VTMFX | |
| Total Expense Ratio | 0.74 | 0.09 | 822% |
| Annual Report Gross Expense Ratio | 0.74 | 0.09 | 822% |
| Fund Existence | 19 years | 31 years | - |
| Gain YTD | 1.006 | 1.056 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 10000 | 20% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 143M | 11.5B | 1% |
| Annual Yield % from dividends | 3.45 | 2.11 | 163% |
| Returns for 1 year | 10.94 | 8.45 | 129% |
| Returns for 3 years | 28.37 | 32.78 | 87% |
| Returns for 5 years | 17.39 | 33.48 | 52% |
| Returns for 10 years | 68.60 | 103.36 | 66% |
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