Interact to see
Advertisement
Advertisement
ITHRX vs VTSMX
ITHRX vs VTSMX Comparison
Open Charts ITHRX vs VTSMX
Hartford Capital Appreciation R3
Price$49.66
Change+$0.45 (+0.91%)
VolumeN/A
Net Assets5.87B
Vanguard Total Stock Mkt Idx I
Price$143.62
Change+$1.51 (+1.06%)
VolumeN/A
Net Assets1.82T
ITHRX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ITHRX vs. VTSMX commentary
Jun 07, 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 (5.87B). VTSMX pays higher dividends than ITHRX: VTSMX (1.18) 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 : 10.96 vs. ITHRX (-1.38). VTSMX return over 5 years is better than : 80.94 vs. ITHRX (17.65).
| 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 | -1.953 | 0.817 | -239% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.87B | 1.82T | 0% |
| Annual Yield % from dividends | 0.02 | 1.18 | 2% |
| Returns for 1 year | -1.38 | 10.96 | -13% |
| Returns for 3 years | 16.45 | 40.34 | 41% |
| Returns for 5 years | 17.65 | 80.94 | 22% |
| Returns for 10 years | 17.39 | 179.94 | 10% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement