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ITHVX vs VSMPX
ITHVX vs VSMPX Comparison
Open Charts ITHVX vs VSMPX
Hartford Capital Appreciation R6
Price$49.38
Change+$0.85 (+1.75%)
VolumeN/A
Net Assets5.36B
Vanguard Total Stock Mkt Idx Instl Pls
Price$239.19
Change+$4.17 (+1.77%)
VolumeN/A
Net Assets1.7T
ITHVX vs VSMPX Comparison Chart
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ITHVX vs. VSMPX commentary
Apr 12, 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 ITHVX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. ITHVX (5.36B). VSMPX pays higher dividends than ITHVX: VSMPX (1.37) vs ITHVX (0.66). ITHVX was incepted earlier than VSMPX: ITHVX (10 years) vs VSMPX (10 years). ITHVX (0.70) is less costly to investors than VSMPX (0.02). ITHVX is a more actively managed with annual turnover of: 85.00 vs. VSMPX (2.00). ITHVX has a lower initial minimum investment than VSMPX: ITHVX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 0.32 vs. ITHVX (-7.57). VSMPX return over 5 years is better than : 85.42 vs. ITHVX (30.81).
| ITHVX | VSMPX | ITHVX / VSMPX | |
| Total Expense Ratio | 0.70 | 0.02 | 3,500% |
| Annual Report Gross Expense Ratio | 0.70 | 0.02 | 3,500% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | -12.195 | -11.144 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.36B | 1.7T | 0% |
| Annual Yield % from dividends | 0.66 | 1.37 | 48% |
| Returns for 1 year | -7.57 | 0.32 | -2,389% |
| Returns for 3 years | 1.44 | 17.06 | 8% |
| Returns for 5 years | 30.81 | 85.42 | 36% |
| Returns for 10 years | 16.44 | N/A | - |
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