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ITHSX vs VTSMX
ITHSX vs VTSMX Comparison
Open Charts ITHSX vs VTSMX
Hartford Capital Appreciation R4
Price$59.01
Change+$0.32 (+0.55%)
VolumeN/A
Net Assets6.27B
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
ITHSX vs VTSMX Comparison Chart in %
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ITHSX vs. VTSMX commentary
Dec 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. ITHSX (6.27B). 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 : 12.11 vs. ITHSX (-0.53). VTSMX return over 5 years is better than : 76.45 vs. ITHSX (14.76).
| 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 | 10.775 | 16.213 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.27B | 2.05T | 0% |
| Annual Yield % from dividends | 0.16 | 1.02 | 15% |
| Returns for 1 year | -0.53 | 12.11 | -4% |
| Returns for 3 years | 34.17 | 65.43 | 52% |
| Returns for 5 years | 14.76 | 76.45 | 19% |
| Returns for 10 years | 41.35 | 225.03 | 18% |
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