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ITHRX vs VTSMX
ITHRX vs VTSMX Comparison
Open Charts ITHRX vs VTSMX
Hartford Capital Appreciation R3
Price$52.42
Change-$1.87 (-3.44%)
VolumeN/A
Net Assets6.1B
Vanguard Total Stock Mkt Idx I
Price$165.41
Change+$4.46 (+2.77%)
VolumeN/A
Net Assets2.06T
ITHRX vs VTSMX Comparison Chart in %
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ITHRX vs. VTSMX commentary
Feb 04, 2026
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 ITHRX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. ITHRX (6.1B). VTSMX pays higher dividends than ITHRX: VTSMX (1.00) vs ITHRX (0.00). ITHRX was incepted earlier than VTSMX: ITHRX (19 years) vs VTSMX (34 years). ITHRX (1.42) is less costly to investors than VTSMX (0.14). ITHRX is a more actively managed with annual turnover of: 94.00 vs. VTSMX (2.00). ITHRX has a lower initial minimum investment than VTSMX: ITHRX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 14.79 vs. ITHRX (2.52). VTSMX return over 5 years is better than : 68.19 vs. ITHRX (5.38).
| ITHRX | VTSMX | ITHRX / VTSMX | |
| Total Expense Ratio | 1.42 | 0.14 | 1,014% |
| Annual Report Gross Expense Ratio | 1.42 | 0.14 | 1,014% |
| Fund Existence | 19 years | 34 years | - |
| Gain YTD | 0.287 | 1.373 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.1B | 2.06T | 0% |
| Annual Yield % from dividends | 0.00 | 1.00 | - |
| Returns for 1 year | 2.52 | 14.79 | 17% |
| Returns for 3 years | 27.64 | 63.99 | 43% |
| Returns for 5 years | 5.38 | 68.19 | 8% |
| Returns for 10 years | 60.23 | 270.18 | 22% |
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