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 321 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 | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | ITHAX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | ITHAX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | ITHAX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 365.00B | Nov 2000 | ITHAX vs VIGAX |
Best Risk-Adjusted Alternatives to ITHAX
ITHAX has a PortfoliosLab risk / return rank of 44. There are 113 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | ITHAX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | ITHAX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | ITHAX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | ITHAX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | ITHAX vs POGRX |
Top Performing ITHAX Alternatives (YTD)
ITHAX is at 9.96% YTD. There are 174 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | ITHAX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | ITHAX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | ITHAX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | ITHAX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | ITHAX vs FOKFX |
Lowest Volatility Alternatives to ITHAX
ITHAX has 12.18% 1-year volatility. There are 21 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | ITHAX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | ITHAX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | ITHAX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | ITHAX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | ITHAX vs AWYIX |
Lowest Drawdown Alternatives to ITHAX
ITHAX has a 1-year max drawdown of -10.13%. There are 38 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | ITHAX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | ITHAX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | ITHAX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | ITHAX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | ITHAX vs AQEIX |
Other Mutual Funds from Hartford
The 10 most viewed Hartford mutual funds shown here include HGOIX, HSNIX, SCIEX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| The Hartford Growth Opportunities Fund Class I | Large Cap Growth Equities | 31 | 14.57% | — | Feb 2002 | ITHAX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 66 | 1.20% | — | May 2007 | ITHAX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 18 | 8.83% | — | Dec 1985 | ITHAX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 51 | 8.56% | — | Apr 1998 | ITHAX vs HGIYX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 62 | 8.94% | — | Jul 1996 | ITHAX vs HDGYX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 56 | 12.21% | — | May 2010 | ITHAX vs HILYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 66 | 1.46% | — | May 2007 | ITHAX vs HHMIX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 31 | 14.58% | — | Feb 2002 | ITHAX vs HGOYX | |
| The Hartford Equity Income Fund | Large Cap Value Equities | 41 | 6.58% | — | Aug 2003 | ITHAX vs HQIYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 93 | 36.03% | — | — | ITHAX vs SEMNX |
Often Compared With ITHAX
Investors most often compare ITHAX with IHGIX, BLUEX, HBLYX. These 20 comparison targets span 4 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