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ITHSX vs VTSMX
ITHSX vs VTSMX Comparison
Open Charts ITHSX vs VTSMX
Hartford Capital Appreciation R4
Price$48.48
Change+$0.91 (+1.91%)
VolumeN/A
Net Assets5.43B
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
ITHSX vs VTSMX Comparison Chart
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ITHSX vs. VTSMX commentary
Apr 25, 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: 1.7T vs. ITHSX (5.43B). VTSMX pays higher dividends than ITHSX: VTSMX (1.25) 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 : 5.27 vs. ITHSX (-4.99). VTSMX return over 5 years is better than : 86.77 vs. ITHSX (27.51).
| 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 | -10.700 | -9.023 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.43B | 1.7T | 0% |
| Annual Yield % from dividends | 0.18 | 1.25 | 15% |
| Returns for 1 year | -4.99 | 5.27 | -95% |
| Returns for 3 years | 3.60 | 22.56 | 16% |
| Returns for 5 years | 27.51 | 86.77 | 32% |
| Returns for 10 years | 11.89 | 150.14 | 8% |
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