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ITHVX vs VTSMX
ITHVX vs VTSMX Comparison
Open Charts ITHVX vs VTSMX
Hartford Capital Appreciation R6
Price$54.37
Change-$0.75 (-1.36%)
VolumeN/A
Net Assets5.86B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
ITHVX vs VTSMX Comparison Chart
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ITHVX vs. VTSMX commentary
Jun 15, 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 ITHVX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. ITHVX (5.86B). VTSMX pays higher dividends than ITHVX: VTSMX (1.18) vs ITHVX (0.64). ITHVX was incepted earlier than VTSMX: ITHVX (11 years) vs VTSMX (33 years). ITHVX (0.70) is less costly to investors than VTSMX (0.14). ITHVX is a more actively managed with annual turnover of: 85.00 vs. VTSMX (2.00). ITHVX has a lower initial minimum investment than VTSMX: ITHVX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.06 vs. ITHVX (-0.71). VTSMX return over 5 years is better than : 91.36 vs. ITHVX (31.08).
| ITHVX | VTSMX | ITHVX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.70 | 0.14 | 500% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | -1.628 | 1.349 | -121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.86B | 1.82T | 0% |
| Annual Yield % from dividends | 0.64 | 1.18 | 54% |
| Returns for 1 year | -0.71 | 10.06 | -7% |
| Returns for 3 years | 34.34 | 57.59 | 60% |
| Returns for 5 years | 31.08 | 91.36 | 34% |
| Returns for 10 years | 29.51 | 178.92 | 16% |
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