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ITHRX vs VTSMX
ITHRX vs VTSMX Comparison
Open Charts ITHRX vs VTSMX
Hartford Capital Appreciation R3
Price$50.86
Change+$0.29 (+0.57%)
VolumeN/A
Net Assets6.03B
Vanguard Total Stock Mkt Idx I
Price$147.61
Change+$0.70 (+0.48%)
VolumeN/A
Net Assets1.82T
ITHRX vs VTSMX Comparison Chart in %
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ITHRX vs. VTSMX commentary
Jul 01, 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: 1.82T vs. ITHRX (6.03B). VTSMX pays higher dividends than ITHRX: VTSMX (1.18) vs ITHRX (0.02). ITHRX was incepted earlier than VTSMX: ITHRX (19 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 : 12.74 vs. ITHRX (0.65). VTSMX return over 5 years is better than : 100.35 vs. ITHRX (29.84).
| 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 | 19 years | 33 years | - |
| Gain YTD | 1.335 | 4.718 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.03B | 1.82T | 0% |
| Annual Yield % from dividends | 0.02 | 1.18 | 2% |
| Returns for 1 year | 0.65 | 12.74 | 5% |
| Returns for 3 years | 31.22 | 59.49 | 52% |
| Returns for 5 years | 29.84 | 100.35 | 30% |
| Returns for 10 years | 22.58 | 193.84 | 12% |
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