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ITHRX vs VTSAX
ITHRX vs VTSAX Comparison
Open Charts ITHRX vs VTSAX
Hartford Capital Appreciation R3
Price$55.49
Change+$0.02 (+0.04%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$144.14
Change-$0.09 (-0.06%)
VolumeN/A
CapitalizationN/A
ITHRX vs VTSAX Comparison Chart
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ITHRX vs. VTSAX commentary
Nov 14, 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 ITHRX is a StrongBuy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.73T vs. ITHRX (6.54B). VTSAX pays higher dividends than ITHRX: VTSAX (1.35) vs ITHRX (0.03). ITHRX was incepted earlier than VTSAX: ITHRX (18 years) vs VTSAX (24 years). ITHRX is a more actively managed with annual turnover of: 62.00 vs. VTSAX (2.00). ITHRX has a lower initial minimum investment than VTSAX: ITHRX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 33.39 vs. ITHRX (31.63). VTSAX return over 5 years is better than : 87.46 vs. ITHRX (31.35).
| ITHRX | VTSAX | ITHRX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 22.576 | 24.891 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.54B | 1.73T | 0% |
| Annual Yield % from dividends | 0.03 | 1.35 | 2% |
| Returns for 1 year | 31.63 | 33.39 | 95% |
| Returns for 3 years | -1.72 | 22.82 | -8% |
| Returns for 5 years | 31.35 | 87.46 | 36% |
| Returns for 10 years | 5.81 | 194.07 | 3% |