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ITHRX vs VSMPX
ITHRX vs VSMPX Comparison
Open Charts ITHRX vs VSMPX
Hartford Capital Appreciation R3
Price$53.68
Change+$0.21 (+0.39%)
VolumeN/A
Net Assets6.15B
Vanguard Total Stock Mkt Idx Instl Pls
Price$298.85
Change+$1.31 (+0.44%)
VolumeN/A
Net Assets2.02T
ITHRX vs VSMPX Comparison Chart in %
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ITHRX vs. VSMPX commentary
Oct 19, 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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. ITHRX (6.16B). VSMPX pays higher dividends than ITHRX: VSMPX (1.15) 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 : 13.81 vs. ITHRX (-1.12). VSMPX return over 5 years is better than : 84.96 vs. ITHRX (16.60).
| 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 | 6.954 | 13.029 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 2.02T | 0% |
| Annual Yield % from dividends | 0.02 | 1.15 | 1% |
| Returns for 1 year | -1.12 | 13.81 | -8% |
| Returns for 3 years | 41.48 | 76.12 | 54% |
| Returns for 5 years | 16.60 | 84.96 | 20% |
| Returns for 10 years | 34.19 | 215.53 | 16% |
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