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ITHVX vs VTSMX
ITHVX vs VTSMX Comparison
Open Charts ITHVX vs VTSMX
Hartford Capital Appreciation R6
Price$58.52
Change-$0.39 (-0.66%)
VolumeN/A
Net Assets6.15B
Vanguard Total Stock Mkt Idx I
Price$154.79
Change-$0.98 (-0.63%)
VolumeN/A
Net Assets1.91T
ITHVX vs VTSMX Comparison Chart in %
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ITHVX vs. VTSMX commentary
Sep 02, 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 ITHVX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. ITHVX (6.15B). VTSMX pays higher dividends than ITHVX: VTSMX (1.07) vs ITHVX (0.59). ITHVX was incepted earlier than VTSMX: ITHVX (11 years) vs VTSMX (33 years). ITHVX (0.70) is less costly to investors than VTSMX (0.14). ITHVX is a more actively managed with annual turnover of: 85.00 vs. VTSMX (2.00). ITHVX has a lower initial minimum investment than VTSMX: ITHVX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 15.49 vs. ITHVX (3.52). VTSMX return over 5 years is better than : 79.73 vs. ITHVX (23.30).
| ITHVX | VTSMX | ITHVX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.70 | 0.14 | 500% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 5.880 | 9.827 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.15B | 1.91T | 0% |
| Annual Yield % from dividends | 0.59 | 1.07 | 55% |
| Returns for 1 year | 3.52 | 15.49 | 23% |
| Returns for 3 years | 35.90 | 59.48 | 60% |
| Returns for 5 years | 23.30 | 79.73 | 29% |
| Returns for 10 years | 54.18 | 232.22 | 23% |
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