HCVTX
Price
$12.02
Change
-$0.01 (-0.08%)
Updated
Feb 4 closing price
Net Assets
142.94M
VTMFX
Price
$49.65
Change
-$0.09 (-0.18%)
Updated
Feb 4 closing price
Net Assets
11.52B
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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$12.02
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets142.94M
Vanguard Tax-Managed Balanced Adm
Price$49.65
Change-$0.09 (-0.18%)
VolumeN/A
Net Assets11.52B
HCVTX vs VTMFX Comparison Chart in %
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HCVTX vs. VTMFX commentary
Feb 05, 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 HCVTX is a Hold and VTMFX is a Buy.

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FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. HCVTX (143M). HCVTX pays higher dividends than VTMFX: HCVTX (3.46) vs VTMFX (2.11). 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: 27.00 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 : 10.37 vs. VTMFX (7.85). VTMFX return over 5 years is better than : 32.93 vs. HCVTX (16.97).
HCVTXVTMFXHCVTX / VTMFX
Total Expense Ratio0.750.09833%
Annual Report Gross Expense Ratio0.750.09833%
Fund Existence19 years31 years-
Gain YTD1.0080.874115%
Front LoadN/AN/A-
Min. Initial Investment010000-
Min. Initial Investment IRAN/AN/A-
Net Assets143M11.5B1%
Annual Yield % from dividends3.462.11164%
Returns for 1 year10.377.85132%
Returns for 3 years28.2032.5487%
Returns for 5 years16.9732.9352%
Returns for 10 years68.78102.9967%
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