Interact to see
Advertisement
Advertisement
HCVTX vs VTMFX
HCVTX vs VTMFX Comparison
Open Charts HCVTX vs VTMFX
Hartford Conservative Allocation R5
Price$12.37
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
HCVTX vs VTMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HCVTX 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 HCVTX is a Hold and VTMFX is a Hold.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. HCVTX (145M). 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 : 11.11 vs. VTMFX (8.08). VTMFX return over 5 years is better than : 36.04 vs. HCVTX (17.82).
| 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 | 11.844 | 9.454 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145M | 11.5B | 1% |
| Annual Yield % from dividends | 2.48 | 2.07 | 120% |
| Returns for 1 year | 11.11 | 8.08 | 138% |
| Returns for 3 years | 33.08 | 39.00 | 85% |
| Returns for 5 years | 17.82 | 36.04 | 49% |
| Returns for 10 years | 59.36 | 94.00 | 63% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| WFPDX | 10.42 | 0.02 | +0.19% |
| Allspring Premier Large Co Gr Adm | |||
| TBWCX | 21.39 | 0.04 | +0.19% |
| Thornburg Better World International C | |||
| FLOWX | 19.73 | N/A | N/A |
| Fidelity Water Sustainability | |||
| RGAGX | 81.49 | N/A | N/A |
| American Funds Growth Fund of Amer R6 | |||
| HAGIX | 72.61 | -9.86 | -11.96% |
| Carillon Eagle Mid Cap Growth I | |||