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HCVTX vs VTMFX
HCVTX vs VTMFX Comparison
Open Charts HCVTX vs VTMFX
Hartford Conservative Allocation R5
Price$12.20
Change-$0.08 (-0.65%)
VolumeN/A
Net Assets146.34M
Vanguard Tax-Managed Balanced Adm
Price$49.01
Change-$0.42 (-0.85%)
VolumeN/A
Net Assets11.48B
HCVTX vs VTMFX Comparison Chart in %
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HCVTX vs. VTMFX commentary
Nov 15, 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 Buy and VTMFX is a Hold.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. HCVTX (146M). HCVTX pays higher dividends than VTMFX: HCVTX (2.50) vs VTMFX (2.08). 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 : 9.49 vs. VTMFX (7.28). VTMFX return over 5 years is better than : 38.77 vs. HCVTX (19.14).
| 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 | 10.307 | 8.415 | 122% |
| 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 | 2.50 | 2.08 | 120% |
| Returns for 1 year | 9.49 | 7.28 | 130% |
| Returns for 3 years | 31.39 | 37.42 | 84% |
| Returns for 5 years | 19.14 | 38.77 | 49% |
| Returns for 10 years | 54.76 | 93.51 | 59% |
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