Interact to see
Advertisement
Advertisement
HIBCX vs VTSMX
HIBCX vs VTSMX Comparison
Open Charts HIBCX vs VTSMX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| 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 | 6.009 | 8.287 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.69B | 1.91T | 0% |
| Annual Yield % from dividends | 0.50 | 1.12 | 44% |
| Returns for 1 year | 10.14 | 17.75 | 57% |
| Returns for 3 years | 26.49 | 60.60 | 44% |
| Returns for 5 years | 24.16 | 93.51 | 26% |
| Returns for 10 years | 4.06 | 200.97 | 2% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PKSFX | 57.52 | 0.42 | +0.74% |
| Virtus KAR Small-Cap Core I | |||
| HWSIX | 75.75 | 0.41 | +0.54% |
| Hotchkis & Wiley Small Cap Value I | |||
| FLCOX | 19.60 | 0.07 | +0.36% |
| Fidelity Large Cap Value Index | |||
| FRRSX | 15.69 | N/A | N/A |
| Franklin Real Estate Securities C | |||
| KNGLX | 11.82 | N/A | N/A |
| Vest S&P500 Div Aristocrats Trgt Inc Inv | |||