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ITHRX vs VTSMX
ITHRX vs VTSMX Comparison
Open Charts ITHRX vs VTSMX
Hartford Capital Appreciation R3
Price$52.22
Change+$0.16 (+0.31%)
VolumeN/A
Net Assets6.14B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
ITHRX vs VTSMX Comparison Chart in %
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ITHRX vs. VTSMX commentary
Jul 27, 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 ITHRX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. ITHRX (6.14B). VTSMX pays higher dividends than ITHRX: VTSMX (1.12) vs ITHRX (0.02). ITHRX was incepted earlier than VTSMX: ITHRX (19 years) vs VTSMX (33 years). ITHRX (1.42) is less costly to investors than VTSMX (0.14). ITHRX is a more actively managed with annual turnover of: 85.00 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 : 17.75 vs. ITHRX (3.94). VTSMX return over 5 years is better than : 93.51 vs. ITHRX (24.19).
| 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 | 33 years | - |
| Gain YTD | 4.045 | 8.287 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.14B | 1.91T | 0% |
| Annual Yield % from dividends | 0.02 | 1.12 | 2% |
| Returns for 1 year | 3.94 | 17.75 | 22% |
| Returns for 3 years | 31.40 | 60.60 | 52% |
| Returns for 5 years | 24.19 | 93.51 | 26% |
| Returns for 10 years | 25.74 | 200.97 | 13% |
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