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ITHRX vs VSMPX
ITHRX vs VSMPX Comparison
Open Charts ITHRX vs VSMPX
Hartford Capital Appreciation R3
Price$49.66
Change+$0.45 (+0.91%)
VolumeN/A
Net Assets5.87B
Vanguard Total Stock Mkt Idx Instl Pls
Price$269.55
Change+$2.84 (+1.06%)
VolumeN/A
Net Assets1.82T
ITHRX vs VSMPX Comparison Chart
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ITHRX vs. VSMPX commentary
Jun 07, 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: 1.82T vs. ITHRX (5.87B). VSMPX pays higher dividends than ITHRX: VSMPX (1.29) 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 : 10.97 vs. ITHRX (-1.38). VSMPX return over 5 years is better than : 81.02 vs. ITHRX (17.65).
| 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 | -1.953 | 0.837 | -233% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.87B | 1.82T | 0% |
| Annual Yield % from dividends | 0.02 | 1.29 | 1% |
| Returns for 1 year | -1.38 | 10.97 | -13% |
| Returns for 3 years | 16.45 | 40.40 | 41% |
| Returns for 5 years | 17.65 | 81.02 | 22% |
| Returns for 10 years | 17.39 | 171.64 | 10% |
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