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ITHRX vs VTSMX
ITHRX vs VTSMX Comparison
Open Charts ITHRX vs VTSMX
Hartford Capital Appreciation R3
Price$52.80
Change-$0.13 (-0.25%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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ITHRX vs VTSMX Comparison Chart
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ITHRX vs. VTSMX commentary
Sep 21, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. ITHRX (6.35B). VTSMX pays higher dividends than ITHRX: VTSMX (1.26) vs ITHRX (0.03). ITHRX was incepted earlier than VTSMX: ITHRX (18 years) vs VTSMX (32 years). ITHRX is a more actively managed with annual turnover of: 62.00 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 : 31.53 vs. ITHRX (29.42). VTSMX return over 5 years is better than : 85.64 vs. ITHRX (27.64).
| ITHRX | VTSMX | ITHRX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 32 years | - |
| Gain YTD | 16.921 | 18.617 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.35B | 1.72T | 0% |
| Annual Yield % from dividends | 0.03 | 1.26 | 2% |
| Returns for 1 year | 29.42 | 31.53 | 93% |
| Returns for 3 years | -0.94 | 25.35 | -4% |
| Returns for 5 years | 27.64 | 85.64 | 32% |
| Returns for 10 years | 1.84 | 187.59 | 1% |