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ITHSX vs VTSMX
ITHSX vs VTSMX Comparison
Open Charts ITHSX vs VTSMX
Hartford Capital Appreciation R4
Price$56.62
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets6.25B
Vanguard Total Stock Mkt Idx I
Price$165.31
Change-$0.09 (-0.05%)
VolumeN/A
Net Assets2.06T
ITHSX vs VTSMX Comparison Chart in %
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ITHSX vs. VTSMX commentary
Dec 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 ITHSX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. ITHSX (6.25B). 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 : 14.32 vs. ITHSX (3.77). VTSMX return over 5 years is better than : 76.71 vs. ITHSX (12.70).
| 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 | 6.289 | 17.313 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.25B | 2.06T | 0% |
| Annual Yield % from dividends | 0.16 | 1.02 | 15% |
| Returns for 1 year | 3.77 | 14.32 | 26% |
| Returns for 3 years | 41.56 | 78.67 | 53% |
| Returns for 5 years | 12.70 | 76.71 | 17% |
| Returns for 10 years | 48.44 | 232.18 | 21% |
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