ITHRX
Price
$54.11
Change
-$0.89 (-1.62%)
Updated
Nov 13 closing price
Net Assets
6.15B
VSMPX
Price
$301.31
Change
-$5.38 (-1.75%)
Updated
Nov 13 closing price
Net Assets
2.05T
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ITHRX vs VSMPX

Header iconITHRX vs VSMPX Comparison
Open Charts ITHRX vs VSMPXBanner chart's image
Hartford Capital Appreciation R3
Price$54.11
Change-$0.89 (-1.62%)
VolumeN/A
Net Assets6.15B
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.31
Change-$5.38 (-1.75%)
VolumeN/A
Net Assets2.05T
ITHRX vs VSMPX Comparison Chart in %
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VS
ITHRX vs. VSMPX commentary
Nov 14, 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 Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. ITHRX (6.15B). VSMPX pays higher dividends than ITHRX: VSMPX (1.12) vs ITHRX (0.02). ITHRX was incepted earlier than VSMPX: ITHRX (19 years) vs VSMPX (11 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 : 13.44 vs. ITHRX (-2.47). VSMPX return over 5 years is better than : 84.08 vs. ITHRX (13.73).
ITHRXVSMPXITHRX / VSMPX
Total Expense Ratio1.420.027,100%
Annual Report Gross Expense Ratio1.420.027,100%
Fund Existence19 years11 years-
Gain YTD7.81015.99449%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.15B2.05T0%
Annual Yield % from dividends0.021.121%
Returns for 1 year-2.4713.44-18%
Returns for 3 years34.0068.3050%
Returns for 5 years13.7384.0816%
Returns for 10 years33.92225.4815%
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