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HIBCX vs VTSMX
HIBCX vs VTSMX Comparison
Open Charts HIBCX vs VTSMX
Hartford Capital Appreciation HLS IB
Price$51.50
Change-$0.65 (-1.25%)
VolumeN/A
Net Assets3.53B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
HIBCX vs VTSMX Comparison Chart
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HIBCX vs. VTSMX commentary
Jun 16, 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.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. HIBCX (3.53B). VTSMX pays higher dividends than HIBCX: VTSMX (1.18) vs HIBCX (0.52). 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 : 10.06 vs. HIBCX (2.86). VTSMX return over 5 years is better than : 91.36 vs. HIBCX (23.38).
| HIBCX | VTSMX | HIBCX / VTSMX | |
| Total Expense Ratio | 0.92 | 0.14 | 657% |
| Annual Report Gross Expense Ratio | 0.92 | 0.14 | 657% |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | -0.502 | 1.349 | -37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.53B | 1.82T | 0% |
| Annual Yield % from dividends | 0.52 | 1.18 | 44% |
| Returns for 1 year | 2.86 | 10.06 | 28% |
| Returns for 3 years | 25.12 | 57.59 | 44% |
| Returns for 5 years | 23.38 | 91.36 | 26% |
| Returns for 10 years | -3.99 | 178.92 | -2% |
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