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ITHTX vs VTSMX
ITHTX vs VTSMX Comparison
Open Charts ITHTX vs VTSMX
Hartford Capital Appreciation R5
Price$51.31
Change-$0.06 (-0.12%)
VolumeN/A
Net Assets5.65B
Vanguard Total Stock Mkt Idx I
Price$135.29
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
ITHTX vs VTSMX Comparison Chart
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ITHTX vs. VTSMX commentary
May 12, 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: 1.72T vs. ITHTX (5.65B). VTSMX pays higher dividends than ITHTX: VTSMX (1.26) vs ITHTX (0.57). 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 : 7.95 vs. ITHTX (-2.67). VTSMX return over 5 years is better than : 89.18 vs. ITHTX (29.99).
| 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 | -6.352 | -4.022 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.65B | 1.72T | 0% |
| Annual Yield % from dividends | 0.57 | 1.26 | 45% |
| Returns for 1 year | -2.67 | 7.95 | -34% |
| Returns for 3 years | 20.16 | 40.07 | 50% |
| Returns for 5 years | 29.99 | 89.18 | 34% |
| Returns for 10 years | 22.36 | 165.24 | 14% |