Hartford Capital Appreciation Fund Class A (ITHAX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ITHAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ITHAX
ITHAX charges 1.05% annually. There are 314 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | ITHAX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | ITHAX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | ITHAX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | ITHAX vs VIGIX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | ITHAX vs TILIX |
Best Risk-Adjusted Alternatives to ITHAX
ITHAX has a PortfoliosLab risk / return rank of 33. There are 116 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 91 | 92.00B | Nov 1984 | ITHAX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | ITHAX vs ONERX | |
| Chase Growth Fund | 89 | — | Dec 1997 | ITHAX vs CHASX | |
| Chase Growth Fund Institutional Class | 89 | — | Jan 2007 | ITHAX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 87 | — | May 2008 | ITHAX vs FOCKX |
Top Performing ITHAX Alternatives (YTD)
ITHAX is at 8.28% YTD. There are 162 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | ITHAX vs ONERX | |
| ICON Equity Fund | 28.44% | — | Oct 2002 | ITHAX vs IOLZX | |
| Chase Growth Fund | 27.22% | — | Dec 1997 | ITHAX vs CHASX | |
| Chase Growth Fund Institutional Class | 27.15% | — | Jan 2007 | ITHAX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.01% | — | Feb 2017 | ITHAX vs FUMIX |
Lowest Volatility Alternatives to ITHAX
ITHAX has 12.84% 1-year volatility. There are 24 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.83% | — | Sep 2019 | ITHAX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.74% | — | Jan 2005 | ITHAX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.06% | — | Dec 2015 | ITHAX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | ITHAX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.63% | — | Sep 2018 | ITHAX vs GQEPX |
Lowest Drawdown Alternatives to ITHAX
ITHAX has a 1-year max drawdown of -10.13%. There are 36 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | ITHAX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | ITHAX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | ITHAX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | ITHAX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | ITHAX vs DNVYX |
Other Mutual Funds from Hartford
The 10 most viewed Hartford mutual funds shown here include HGOIX, HSNIX, SCIEX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| The Hartford Growth Opportunities Fund Class I | Large Cap Growth Equities | 16 | 8.76% | — | Feb 2002 | ITHAX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 58 | 0.82% | — | May 2007 | ITHAX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 25 | 7.68% | — | Dec 1985 | ITHAX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 45 | 8.34% | — | Apr 1998 | ITHAX vs HGIYX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 37 | 3.22% | — | Jul 2006 | ITHAX vs HBLYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 70 | 1.39% | — | May 2007 | ITHAX vs HHMIX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 75 | 13.42% | — | May 2010 | ITHAX vs HILYX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 77 | 10.42% | — | Jul 1996 | ITHAX vs HDGYX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 16 | 8.76% | — | Feb 2002 | ITHAX vs HGOYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 81 | 24.27% | — | — | ITHAX vs SEMNX |
Often Compared With ITHAX
Investors most often compare ITHAX with BLUEX, IHGIX, TVRIX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare ITHAX with Any Fund or Stock
Compare ITHAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ITHAX with funds that move differently
Hartford Capital Appreciation Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ITHAX.
Explore ITHAX Diversifiers