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ITHTX vs VTSMX
ITHTX vs VTSMX Comparison
Open Charts ITHTX vs VTSMX
Hartford Capital Appreciation R5
Price$56.63
Change+$0.44 (+0.78%)
VolumeN/A
Net Assets6.12B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
ITHTX vs VTSMX Comparison Chart in %
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ITHTX 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 ITHTX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. ITHTX (6.12B). VTSMX pays higher dividends than ITHTX: VTSMX (1.12) vs ITHTX (0.52). ITHTX was incepted earlier than VTSMX: ITHTX (19 years) vs VTSMX (33 years). ITHTX (0.80) is less costly to investors than VTSMX (0.14). ITHTX is a more actively managed with annual turnover of: 85.00 vs. VTSMX (2.00). ITHTX has a lower initial minimum investment than VTSMX: ITHTX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. ITHTX (3.39). VTSMX return over 5 years is better than : 95.59 vs. ITHTX (33.60).
| ITHTX | VTSMX | ITHTX / VTSMX | |
| Total Expense Ratio | 0.80 | 0.14 | 571% |
| Annual Report Gross Expense Ratio | 0.80 | 0.14 | 571% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 3.358 | 6.421 | 52% |
| 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 | 0.52 | 1.12 | 46% |
| Returns for 1 year | 3.39 | 13.89 | 24% |
| Returns for 3 years | 36.81 | 62.08 | 59% |
| Returns for 5 years | 33.60 | 95.59 | 35% |
| Returns for 10 years | 37.21 | 198.05 | 19% |
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