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HCVTX vs VTMFX
HCVTX vs VTMFX Comparison
Open Charts HCVTX vs VTMFX
Hartford Conservative Allocation R5
Price$12.29
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets146.25M
Vanguard Tax-Managed Balanced Adm
Price$49.43
Change+$0.08 (+0.16%)
VolumeN/A
Net Assets11.48B
HCVTX vs VTMFX Comparison Chart in %
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HCVTX vs. VTMFX commentary
Dec 05, 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 HCVTX is a StrongBuy and VTMFX is a Buy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. HCVTX (146M). HCVTX pays higher dividends than VTMFX: HCVTX (2.48) vs VTMFX (2.07). HCVTX was incepted earlier than VTMFX: HCVTX (19 years) vs VTMFX (31 years). HCVTX (0.75) is less costly to investors than VTMFX (0.09). HCVTX is a more actively managed with annual turnover of: 29.00 vs. VTMFX (20.00). HCVTX has a lower initial minimum investment than VTMFX: HCVTX (0) vs VTMFX (10000). HCVTX annual gain was more profitable for investors over the last year : 8.68 vs. VTMFX (6.78). VTMFX return over 5 years is better than : 36.73 vs. HCVTX (17.96).
| HCVTX | VTMFX | HCVTX / VTMFX | |
| Total Expense Ratio | 0.75 | 0.09 | 833% |
| Annual Report Gross Expense Ratio | 0.75 | 0.09 | 833% |
| Fund Existence | 19 years | 31 years | - |
| Gain YTD | 11.121 | 9.344 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146M | 11.5B | 1% |
| Annual Yield % from dividends | 2.48 | 2.07 | 120% |
| Returns for 1 year | 8.68 | 6.78 | 128% |
| Returns for 3 years | 28.40 | 34.81 | 82% |
| Returns for 5 years | 17.96 | 36.73 | 49% |
| Returns for 10 years | 55.59 | 92.66 | 60% |
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