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ITHAX vs VTSMX
ITHAX vs VTSMX Comparison
Open Charts ITHAX vs VTSMX
Hartford Capital Appreciation A
Price$44.00
Change+$0.35 (+0.80%)
VolumeN/A
Net Assets6.12B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
ITHAX vs VTSMX Comparison Chart in %
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ITHAX vs. VTSMX commentary
Jul 07, 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: 1.82T vs. ITHAX (6.12B). VTSMX pays higher dividends than ITHAX: VTSMX (1.12) vs ITHAX (0.48). 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 : 13.89 vs. ITHAX (1.10). VTSMX return over 5 years is better than : 95.59 vs. ITHAX (23.66).
| 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 | 3.238 | 6.421 | 50% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.12B | 1.82T | 0% |
| Annual Yield % from dividends | 0.48 | 1.12 | 43% |
| Returns for 1 year | 1.10 | 13.89 | 8% |
| Returns for 3 years | 31.68 | 62.08 | 51% |
| Returns for 5 years | 23.66 | 95.59 | 25% |
| Returns for 10 years | 18.40 | 198.05 | 9% |
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