ITHAX
Price
$44.44
Change
+$0.14 (+0.32%)
Updated
Jul 25 closing price
Net Assets
6.14B
VSMPX
Price
$286.40
Change
+$1.25 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
Interact to see
Advertisement

ITHAX vs VSMPX

Header iconITHAX vs VSMPX Comparison
Open Charts ITHAX vs VSMPXBanner chart's image
Hartford Capital Appreciation A
Price$44.44
Change+$0.14 (+0.32%)
VolumeN/A
Net Assets6.14B
Vanguard Total Stock Mkt Idx Instl Pls
Price$286.40
Change+$1.25 (+0.44%)
VolumeN/A
Net Assets1.91T
ITHAX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
ITHAX vs. VSMPX commentary
Jul 28, 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 ITHAX is a Buy and VSMPX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. ITHAX (6.14B). VSMPX pays higher dividends than ITHAX: VSMPX (1.22) vs ITHAX (0.48). ITHAX was incepted earlier than VSMPX: ITHAX (29 years) vs VSMPX (10 years). ITHAX (1.05) is less costly to investors than VSMPX (0.02). ITHAX is a more actively managed with annual turnover of: 85.00 vs. VSMPX (2.00). ITHAX has a lower initial minimum investment than VSMPX: ITHAX (2000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 17.76 vs. ITHAX (2.98). VSMPX return over 5 years is better than : 93.61 vs. ITHAX (20.66).
ITHAXVSMPXITHAX / VSMPX
Total Expense Ratio1.050.025,250%
Annual Report Gross Expense Ratio1.050.025,250%
Fund Existence29 years10 years-
Gain YTD4.2708.29851%
Front Load6%N/A-
Min. Initial Investment20001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.14B1.91T0%
Annual Yield % from dividends0.481.2239%
Returns for 1 year2.9817.7617%
Returns for 3 years30.1960.6750%
Returns for 5 years20.6693.6122%
Returns for 10 years19.06192.0910%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
VMFVX396.732.27
+0.58%
Vanguard S&P Mid-Cap 400 Value Idx I
JDURX16.070.05
+0.31%
PGIM Jennison Utility R
RNGBX59.060.14
+0.24%
American Funds New Economy R2
EKSCX6.39N/A
+0.07%
Allspring Diversified Income Bldr C
BRUSX33.200.01
+0.03%
Bridgeway Ultra-Small Company