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ITHAX vs VTSMX
ITHAX vs VTSMX Comparison
Open Charts ITHAX vs VTSMX
Hartford Capital Appreciation A
Price$45.56
Change+$0.27 (+0.60%)
VolumeN/A
Net Assets6.04B
Vanguard Total Stock Mkt Idx I
Price$158.28
Change+$0.53 (+0.34%)
VolumeN/A
Net Assets2.05T
ITHAX vs VTSMX Comparison Chart in %
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ITHAX vs. VTSMX commentary
Nov 20, 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 ITHAX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. ITHAX (6.04B). VTSMX pays higher dividends than ITHAX: VTSMX (1.02) vs ITHAX (0.45). ITHAX was incepted earlier than VTSMX: ITHAX (29 years) vs VTSMX (34 years). ITHAX (1.05) is less costly to investors than VTSMX (0.14). ITHAX is a more actively managed with annual turnover of: 85.00 vs. VTSMX (2.00). ITHAX has a lower initial minimum investment than VTSMX: ITHAX (2000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.79 vs. ITHAX (-3.99). VTSMX return over 5 years is better than : 77.62 vs. ITHAX (8.26).
| ITHAX | VTSMX | ITHAX / VTSMX | |
| Total Expense Ratio | 1.05 | 0.14 | 750% |
| Annual Report Gross Expense Ratio | 1.05 | 0.14 | 750% |
| Fund Existence | 29 years | 34 years | - |
| Gain YTD | 6.265 | 11.948 | 52% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.04B | 2.05T | 0% |
| Annual Yield % from dividends | 0.45 | 1.02 | 44% |
| Returns for 1 year | -3.99 | 10.79 | -37% |
| Returns for 3 years | 30.02 | 63.83 | 47% |
| Returns for 5 years | 8.26 | 77.62 | 11% |
| Returns for 10 years | 22.48 | 213.77 | 11% |
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