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ITHRX vs VTSMX
ITHRX vs VTSMX Comparison
Open Charts ITHRX vs VTSMX
Hartford Capital Appreciation R3
Price$46.95
Change+$0.27 (+0.58%)
VolumeN/A
Net Assets5.63B
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
ITHRX vs VTSMX Comparison Chart
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ITHRX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. ITHRX (5.63B). VTSMX pays higher dividends than ITHRX: VTSMX (1.26) vs ITHRX (0.02). ITHRX was incepted earlier than VTSMX: ITHRX (18 years) vs VTSMX (33 years). ITHRX (1.42) is less costly to investors than VTSMX (0.14). ITHRX is a more actively managed with annual turnover of: 85.00 vs. VTSMX (2.00). ITHRX has a lower initial minimum investment than VTSMX: ITHRX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 7.85 vs. ITHRX (-4.32). VTSMX return over 5 years is better than : 87.92 vs. ITHRX (22.73).
| ITHRX | VTSMX | ITHRX / VTSMX | |
| Total Expense Ratio | 1.42 | 0.14 | 1,014% |
| Annual Report Gross Expense Ratio | 1.42 | 0.14 | 1,014% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | -7.392 | -4.660 | 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 | 1.26 | 2% |
| Returns for 1 year | -4.32 | 7.85 | -55% |
| Returns for 3 years | 11.60 | 39.37 | 29% |
| Returns for 5 years | 22.73 | 87.92 | 26% |
| Returns for 10 years | 9.73 | 162.78 | 6% |
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