HCVTX
Price
$12.22
Change
-$0.00 (-0.00%)
Updated
Oct 21 closing price
Net Assets
144.91M
VTMFX
Price
$48.97
Change
+$0.03 (+0.06%)
Updated
Oct 21 closing price
Net Assets
11.28B
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HCVTX vs VTMFX

Header iconHCVTX vs VTMFX Comparison
Open Charts HCVTX vs VTMFXBanner chart's image
Hartford Conservative Allocation R5
Price$12.22
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
HCVTX vs VTMFX Comparison Chart in %
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HCVTX 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 HCVTX is a Hold and VTMFX is a Hold.

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FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.3B vs. HCVTX (145M). HCVTX pays higher dividends than VTMFX: HCVTX (2.52) vs VTMFX (2.12). 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 : 9.57 vs. VTMFX (8.40). VTMFX return over 5 years is better than : 41.81 vs. HCVTX (21.56).
HCVTXVTMFXHCVTX / VTMFX
Total Expense Ratio0.750.09833%
Annual Report Gross Expense Ratio0.750.09833%
Fund Existence19 years31 years-
Gain YTD10.4888.326126%
Front LoadN/AN/A-
Min. Initial Investment010000-
Min. Initial Investment IRAN/AN/A-
Net Assets145M11.3B1%
Annual Yield % from dividends2.522.12119%
Returns for 1 year9.578.40114%
Returns for 3 years37.0541.9688%
Returns for 5 years21.5641.8152%
Returns for 10 years52.8392.4257%
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