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HCVTX vs VTMFX
HCVTX vs VTMFX Comparison
Open Charts HCVTX vs VTMFX
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.
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 : 10.96 vs. VTMFX (8.45). VTMFX return over 5 years is better than : 33.48 vs. HCVTX (17.37).
| 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 | 1.092 | 1.056 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143M | 11.5B | 1% |
| Annual Yield % from dividends | 3.46 | 2.11 | 164% |
| Returns for 1 year | 10.96 | 8.45 | 130% |
| Returns for 3 years | 28.30 | 32.78 | 86% |
| Returns for 5 years | 17.37 | 33.48 | 52% |
| Returns for 10 years | 68.92 | 103.36 | 67% |
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