Interact to see
Advertisement
Advertisement
ITHSX vs VTSMX
ITHSX vs VTSMX Comparison
Open Charts ITHSX vs VTSMX
Hartford Capital Appreciation R4
Price$57.58
Change-$0.96 (-1.64%)
VolumeN/A
Net Assets6.15B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
ITHSX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ITHSX vs. VTSMX commentary
Nov 14, 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 ITHSX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. ITHSX (6.15B). VTSMX pays higher dividends than ITHSX: VTSMX (1.02) vs ITHSX (0.16). ITHSX was incepted earlier than VTSMX: ITHSX (19 years) vs VTSMX (34 years). ITHSX (1.10) is less costly to investors than VTSMX (0.14). ITHSX is a more actively managed with annual turnover of: 85.00 vs. VTSMX (2.00). ITHSX has a lower initial minimum investment than VTSMX: ITHSX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.42 vs. ITHSX (-1.73). VTSMX return over 5 years is better than : 83.98 vs. ITHSX (16.97).
| ITHSX | VTSMX | ITHSX / VTSMX | |
| Total Expense Ratio | 1.10 | 0.14 | 786% |
| Annual Report Gross Expense Ratio | 1.10 | 0.14 | 786% |
| Fund Existence | 19 years | 34 years | - |
| Gain YTD | 8.091 | 15.972 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.15B | 2.05T | 0% |
| Annual Yield % from dividends | 0.16 | 1.02 | 15% |
| Returns for 1 year | -1.73 | 13.42 | -13% |
| Returns for 3 years | 36.18 | 68.22 | 53% |
| Returns for 5 years | 16.97 | 83.98 | 20% |
| Returns for 10 years | 41.28 | 235.40 | 18% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement