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ITHIX vs VTSMX
ITHIX vs VTSMX Comparison
Open Charts ITHIX vs VTSMX
Hartford Capital Appreciation I
Price$47.53
Change-$0.66 (-1.37%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
ITHIX vs VTSMX Comparison Chart
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ITHIX vs. VTSMX commentary
Nov 18, 2024
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 ITHIX is a StrongSell and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. ITHIX (6.41B). VTSMX pays higher dividends than ITHIX: VTSMX (1.26) vs ITHIX (0.71). ITHIX was incepted earlier than VTSMX: ITHIX (18 years) vs VTSMX (33 years). ITHIX is a more actively managed with annual turnover of: 62.00 vs. VTSMX (2.00). ITHIX has a lower initial minimum investment than VTSMX: ITHIX (2000) vs VTSMX (3000). VTSMX (30.52) and ITHIX (29.63) have marching annual gain over last year. VTSMX return over 5 years is better than : 83.72 vs. ITHIX (27.99).
| ITHIX | VTSMX | ITHIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | 20.972 | 22.392 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.41B | 1.73T | 0% |
| Annual Yield % from dividends | 0.71 | 1.26 | 56% |
| Returns for 1 year | 29.63 | 30.52 | 97% |
| Returns for 3 years | -4.16 | 19.91 | -21% |
| Returns for 5 years | 27.99 | 83.72 | 33% |
| Returns for 10 years | 0.13 | 186.07 | 0% |
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