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ITHTX vs VTSMX
ITHTX vs VTSMX Comparison
Open Charts ITHTX vs VTSMX
Hartford Capital Appreciation R5
Price$54.36
Change+$0.50 (+0.93%)
VolumeN/A
Net Assets5.87B
Vanguard Total Stock Mkt Idx I
Price$143.62
Change+$1.51 (+1.06%)
VolumeN/A
Net Assets1.82T
ITHTX vs VTSMX Comparison Chart
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ITHTX 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 ITHTX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. ITHTX (5.87B). VTSMX pays higher dividends than ITHTX: VTSMX (1.18) vs ITHTX (0.54). ITHTX was incepted earlier than VTSMX: ITHTX (18 years) vs VTSMX (33 years). ITHTX (0.80) is less costly to investors than VTSMX (0.14). ITHTX is a more actively managed with annual turnover of: 85.00 vs. VTSMX (2.00). ITHTX has a lower initial minimum investment than VTSMX: ITHTX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.96 vs. ITHTX (-0.11). VTSMX return over 5 years is better than : 80.94 vs. ITHTX (23.47).
| ITHTX | VTSMX | ITHTX / VTSMX | |
| Total Expense Ratio | 0.80 | 0.14 | 571% |
| Annual Report Gross Expense Ratio | 0.80 | 0.14 | 571% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | -1.697 | 0.817 | -208% |
| 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 | 0.54 | 1.18 | 46% |
| Returns for 1 year | -0.11 | 10.96 | -1% |
| Returns for 3 years | 19.86 | 40.34 | 49% |
| Returns for 5 years | 23.47 | 80.94 | 29% |
| Returns for 10 years | 28.83 | 179.94 | 16% |
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