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ITHRX vs VTSAX
ITHRX vs VTSAX Comparison
Open Charts ITHRX vs VTSAX
Hartford Capital Appreciation R3
Price$46.95
Change+$0.27 (+0.58%)
VolumeN/A
Net Assets5.63B
Vanguard Total Stock Mkt Idx Adm
Price$135.40
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
ITHRX vs VTSAX Comparison Chart
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ITHRX vs. VTSAX commentary
May 09, 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 ITHRX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. ITHRX (5.63B). VTSAX pays higher dividends than ITHRX: VTSAX (1.36) vs ITHRX (0.02). ITHRX was incepted earlier than VTSAX: ITHRX (18 years) vs VTSAX (25 years). ITHRX (1.42) is less costly to investors than VTSAX (0.04). ITHRX is a more actively managed with annual turnover of: 85.00 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 : 7.85 vs. ITHRX (-4.32). VTSAX return over 5 years is better than : 87.93 vs. ITHRX (22.73).
| ITHRX | VTSAX | ITHRX / VTSAX | |
| Total Expense Ratio | 1.42 | 0.04 | 3,550% |
| Annual Report Gross Expense Ratio | 1.42 | 0.04 | 3,550% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | -7.392 | -4.657 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.63B | 1.72T | 0% |
| Annual Yield % from dividends | 0.02 | 1.36 | 1% |
| Returns for 1 year | -4.32 | 7.85 | -55% |
| Returns for 3 years | 11.60 | 39.39 | 29% |
| Returns for 5 years | 22.73 | 87.93 | 26% |
| Returns for 10 years | 9.73 | 163.37 | 6% |