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ITHSX vs VTSMX
ITHSX vs VTSMX Comparison
Open Charts ITHSX vs VTSMX
Hartford Capital Appreciation R4
Price$52.78
Change+$0.48 (+0.92%)
VolumeN/A
Net Assets5.87B
Vanguard Total Stock Mkt Idx I
Price$143.62
Change+$1.51 (+1.06%)
VolumeN/A
Net Assets1.82T
ITHSX vs VTSMX Comparison Chart
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ITHSX 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 ITHSX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. ITHSX (5.87B). VTSMX pays higher dividends than ITHSX: VTSMX (1.18) vs ITHSX (0.18). ITHSX was incepted earlier than VTSMX: ITHSX (18 years) vs VTSMX (33 years). ITHSX (1.10) is less costly to investors than VTSMX (0.14). ITHSX is a more actively managed with annual turnover of: 85.00 vs. VTSMX (2.00). ITHSX has a lower initial minimum investment than VTSMX: ITHSX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.96 vs. ITHSX (-0.63). VTSMX return over 5 years is better than : 80.94 vs. ITHSX (21.05).
| ITHSX | VTSMX | ITHSX / VTSMX | |
| Total Expense Ratio | 1.10 | 0.14 | 786% |
| Annual Report Gross Expense Ratio | 1.10 | 0.14 | 786% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | -1.821 | 0.817 | -223% |
| 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 | 0.18 | 1.18 | 15% |
| Returns for 1 year | -0.63 | 10.96 | -6% |
| Returns for 3 years | 18.38 | 40.34 | 46% |
| Returns for 5 years | 21.05 | 80.94 | 26% |
| Returns for 10 years | 23.84 | 179.94 | 13% |
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