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ITHRX vs VSMPX
ITHRX vs VSMPX Comparison
Open Charts ITHRX vs VSMPX
Hartford Capital Appreciation R3
Price$44.78
Change+$0.71 (+1.61%)
VolumeN/A
Net Assets5.34B
Vanguard Total Stock Mkt Idx Instl Pls
Price$240.65
Change+$3.98 (+1.68%)
VolumeN/A
Net Assets1.7T
ITHRX vs VSMPX Comparison Chart
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ITHRX vs. VSMPX commentary
Apr 25, 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 ITHRX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. ITHRX (5.34B). VSMPX pays higher dividends than ITHRX: VSMPX (1.37) vs ITHRX (0.02). ITHRX was incepted earlier than VSMPX: ITHRX (18 years) vs VSMPX (10 years). ITHRX (1.42) is less costly to investors than VSMPX (0.02). ITHRX is a more actively managed with annual turnover of: 85.00 vs. VSMPX (2.00). ITHRX has a lower initial minimum investment than VSMPX: ITHRX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 3.53 vs. ITHRX (-7.18). VSMPX return over 5 years is better than : 83.75 vs. ITHRX (22.00).
| ITHRX | VSMPX | ITHRX / VSMPX | |
| Total Expense Ratio | 1.42 | 0.02 | 7,100% |
| Annual Report Gross Expense Ratio | 1.42 | 0.02 | 7,100% |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | -12.194 | -10.520 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.34B | 1.7T | 0% |
| Annual Yield % from dividends | 0.02 | 1.37 | 1% |
| Returns for 1 year | -7.18 | 3.53 | -204% |
| Returns for 3 years | 1.20 | 21.38 | 6% |
| Returns for 5 years | 22.00 | 83.75 | 26% |
| Returns for 10 years | 3.79 | N/A | - |