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ITHAX vs VTSMX
ITHAX vs VTSMX Comparison
Open Charts ITHAX vs VTSMX
Hartford Capital Appreciation A
Price$46.09
Change-$0.22 (-0.48%)
VolumeN/A
Net Assets6.26B
Vanguard Total Stock Mkt Idx I
Price$160.44
Change-$0.75 (-0.47%)
VolumeN/A
Net Assets2.02T
ITHAX vs VTSMX Comparison Chart in %
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ITHAX vs. VTSMX commentary
Oct 08, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. ITHAX (6.26B). VTSMX pays higher dividends than ITHAX: VTSMX (1.04) vs ITHAX (0.45). ITHAX was incepted earlier than VTSMX: ITHAX (29 years) vs VTSMX (33 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 : 18.34 vs. ITHAX (2.38). VTSMX return over 5 years is better than : 89.06 vs. ITHAX (15.11).
| 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 | 33 years | - |
| Gain YTD | 8.658 | 14.389 | 60% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.26B | 2.02T | 0% |
| Annual Yield % from dividends | 0.45 | 1.04 | 44% |
| Returns for 1 year | 2.38 | 18.34 | 13% |
| Returns for 3 years | 45.24 | 82.05 | 55% |
| Returns for 5 years | 15.11 | 89.06 | 17% |
| Returns for 10 years | 29.50 | 231.08 | 13% |
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