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ITHAX vs VTSMX
ITHAX vs VTSMX Comparison
Open Charts ITHAX vs VTSMX
Hartford Capital Appreciation A
Price$45.51
Change+$0.14 (+0.31%)
VolumeN/A
Net Assets6.19B
Vanguard Total Stock Mkt Idx I
Price$155.90
Change+$0.40 (+0.26%)
VolumeN/A
Net Assets1.95T
ITHAX vs VTSMX Comparison Chart in %
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ITHAX vs. VTSMX commentary
Sep 09, 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 ITHAX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. ITHAX (6.19B). VTSMX pays higher dividends than ITHAX: VTSMX (1.07) vs ITHAX (0.46). ITHAX was incepted earlier than VTSMX: ITHAX (29 years) vs VTSMX (33 years). ITHAX (1.05) is less costly to investors than VTSMX (0.14). ITHAX is a more actively managed with annual turnover of: 85.00 vs. VTSMX (2.00). ITHAX has a lower initial minimum investment than VTSMX: ITHAX (2000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 20.39 vs. ITHAX (5.56). VTSMX return over 5 years is better than : 87.04 vs. ITHAX (17.47).
| ITHAX | VTSMX | ITHAX / VTSMX | |
| Total Expense Ratio | 1.05 | 0.14 | 750% |
| Annual Report Gross Expense Ratio | 1.05 | 0.14 | 750% |
| Fund Existence | 29 years | 33 years | - |
| Gain YTD | 6.781 | 10.614 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.19B | 1.95T | 0% |
| Annual Yield % from dividends | 0.46 | 1.07 | 43% |
| Returns for 1 year | 5.56 | 20.39 | 27% |
| Returns for 3 years | 28.68 | 57.19 | 50% |
| Returns for 5 years | 17.47 | 87.04 | 20% |
| Returns for 10 years | 29.50 | 226.23 | 13% |
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