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ITHTX vs VTSMX
ITHTX vs VTSMX Comparison
Open Charts ITHTX vs VTSMX
Hartford Capital Appreciation R5
Price$58.26
Change-$0.29 (-0.50%)
VolumeN/A
Net Assets6.24B
Vanguard Total Stock Mkt Idx I
Price$166.44
Change+$0.53 (+0.32%)
VolumeN/A
Net Assets2.06T
ITHTX vs VTSMX Comparison Chart in %
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ITHTX vs. VTSMX commentary
Jan 16, 2026
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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. ITHTX (6.24B). VTSMX pays higher dividends than ITHTX: VTSMX (1.02) vs ITHTX (0.36). ITHTX was incepted earlier than VTSMX: ITHTX (19 years) vs VTSMX (34 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 : 18.29 vs. ITHTX (7.38). VTSMX return over 5 years is better than : 73.62 vs. ITHTX (14.68).
| 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 | 34 years | - |
| Gain YTD | 1.357 | 1.679 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.24B | 2.06T | 0% |
| Annual Yield % from dividends | 0.36 | 1.02 | 36% |
| Returns for 1 year | 7.38 | 18.29 | 40% |
| Returns for 3 years | 36.85 | 70.89 | 52% |
| Returns for 5 years | 14.68 | 73.62 | 20% |
| Returns for 10 years | 75.74 | 270.34 | 28% |
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