Interact to see
Advertisement
Advertisement
ITHTX vs VTSMX
ITHTX vs VTSMX Comparison
Open Charts ITHTX vs VTSMX
Hartford Capital Appreciation R5
Price$56.52
Change+$0.07 (+0.12%)
VolumeN/A
Net Assets6.09B
Vanguard Total Stock Mkt Idx I
Price$149.79
Change+$0.34 (+0.23%)
VolumeN/A
Net Assets1.91T
ITHTX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ITHTX vs. VTSMX commentary
Jul 16, 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: 1.91T vs. ITHTX (6.09B). VTSMX pays higher dividends than ITHTX: VTSMX (1.12) vs ITHTX (0.52). 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 : 11.56 vs. ITHTX (1.40). VTSMX return over 5 years is better than : 88.87 vs. ITHTX (28.97).
| 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 | 3.030 | 6.038 | 50% |
| 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 | 0.52 | 1.12 | 46% |
| Returns for 1 year | 1.40 | 11.56 | 12% |
| Returns for 3 years | 36.12 | 59.89 | 60% |
| Returns for 5 years | 28.97 | 88.87 | 33% |
| Returns for 10 years | 33.10 | 189.65 | 17% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement