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ITHRX vs VSMPX
ITHRX vs VSMPX Comparison
Open Charts ITHRX vs VSMPX
Hartford Capital Appreciation R3
Price$51.66
Change-$0.11 (-0.21%)
VolumeN/A
Net Assets6.06B
Vanguard Total Stock Mkt Idx Instl Pls
Price$283.94
Change-$0.26 (-0.09%)
VolumeN/A
Net Assets1.91T
ITHRX vs VSMPX Comparison Chart in %
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ITHRX vs. VSMPX commentary
Aug 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. ITHRX (6.06B). VSMPX pays higher dividends than ITHRX: VSMPX (1.20) vs ITHRX (0.02). ITHRX was incepted earlier than VSMPX: ITHRX (19 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 : 21.79 vs. ITHRX (7.16). VSMPX return over 5 years is better than : 83.98 vs. ITHRX (18.36).
| 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 | 19 years | 10 years | - |
| Gain YTD | 3.148 | 7.466 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.06B | 1.91T | 0% |
| Annual Yield % from dividends | 0.02 | 1.20 | 1% |
| Returns for 1 year | 7.16 | 21.79 | 33% |
| Returns for 3 years | 23.80 | 50.22 | 47% |
| Returns for 5 years | 18.36 | 83.98 | 22% |
| Returns for 10 years | 23.20 | 188.00 | 12% |
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