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ITHSX vs VTSMX
ITHSX vs VTSMX Comparison
Open Charts ITHSX vs VTSMX
Hartford Capital Appreciation R4
Price$54.97
Change+$0.42 (+0.77%)
VolumeN/A
Net Assets6.12B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
ITHSX vs VTSMX Comparison Chart in %
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ITHSX vs. VTSMX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. ITHSX (6.12B). VTSMX pays higher dividends than ITHSX: VTSMX (1.12) vs ITHSX (0.17). ITHSX was incepted earlier than VTSMX: ITHSX (19 years) vs VTSMX (33 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 : 13.89 vs. ITHSX (2.82). VTSMX return over 5 years is better than : 95.59 vs. ITHSX (30.93).
| 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 | 33 years | - |
| Gain YTD | 3.191 | 6.421 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.12B | 1.82T | 0% |
| Annual Yield % from dividends | 0.17 | 1.12 | 15% |
| Returns for 1 year | 2.82 | 13.89 | 20% |
| Returns for 3 years | 35.12 | 62.08 | 57% |
| Returns for 5 years | 30.93 | 95.59 | 32% |
| Returns for 10 years | 31.85 | 198.05 | 16% |
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