HIBCX
Price
$54.87
Change
+$0.22 (+0.40%)
Updated
Jul 25 closing price
Net Assets
3.69B
VTSMX
Price
$152.62
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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HIBCX vs VTSMX

Header iconHIBCX vs VTSMX Comparison
Open Charts HIBCX vs VTSMXBanner chart's image
Hartford Capital Appreciation HLS IB
Price$54.87
Change+$0.22 (+0.40%)
VolumeN/A
Net Assets3.69B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
HIBCX vs VTSMX Comparison Chart in %
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HIBCX vs. VTSMX commentary
Jul 27, 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 HIBCX is a Buy and VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. HIBCX (3.69B). VTSMX pays higher dividends than HIBCX: VTSMX (1.12) vs HIBCX (0.50). HIBCX was incepted earlier than VTSMX: HIBCX (27 years) vs VTSMX (33 years). HIBCX (0.92) is less costly to investors than VTSMX (0.14). HIBCX is a more actively managed with annual turnover of: 72.00 vs. VTSMX (2.00). HIBCX has a lower initial minimum investment than VTSMX: HIBCX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 17.75 vs. HIBCX (10.14). VTSMX return over 5 years is better than : 93.51 vs. HIBCX (24.16).
HIBCXVTSMXHIBCX / VTSMX
Total Expense Ratio0.920.14657%
Annual Report Gross Expense Ratio0.920.14657%
Fund Existence27 years33 years-
Gain YTD6.0098.28773%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.69B1.91T0%
Annual Yield % from dividends0.501.1244%
Returns for 1 year10.1417.7557%
Returns for 3 years26.4960.6044%
Returns for 5 years24.1693.5126%
Returns for 10 years4.06200.972%
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