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ITHTX vs VTSMX
ITHTX vs VTSMX Comparison
Open Charts ITHTX vs VTSMX
Hartford Capital Appreciation R5
Price$56.97
Change+$0.37 (+0.65%)
VolumeN/A
Net Assets6.08B
Vanguard Total Stock Mkt Idx I
Price$152.31
Change+$1.01 (+0.67%)
VolumeN/A
Net Assets1.91T
ITHTX vs VTSMX Comparison Chart in %
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ITHTX vs. VTSMX commentary
Aug 10, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. ITHTX (6.09B). VTSMX pays higher dividends than ITHTX: VTSMX (1.09) vs ITHTX (0.51). ITHTX was incepted earlier than VTSMX: ITHTX (19 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 : 19.68 vs. ITHTX (6.32). VTSMX return over 5 years is better than : 84.96 vs. ITHTX (23.97).
| ITHTX | VTSMX | ITHTX / VTSMX | |
| Total Expense Ratio | 0.80 | 0.14 | 571% |
| Annual Report Gross Expense Ratio | 0.80 | 0.14 | 571% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 3.304 | 8.067 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.09B | 1.91T | 0% |
| Annual Yield % from dividends | 0.51 | 1.09 | 47% |
| Returns for 1 year | 6.32 | 19.68 | 32% |
| Returns for 3 years | 28.04 | 51.93 | 54% |
| Returns for 5 years | 23.97 | 84.96 | 28% |
| Returns for 10 years | 36.79 | 201.27 | 18% |