ITHRX
Price
$53.46
Change
+$0.14 (+0.26%)
Updated
Sep 8 closing price
Net Assets
6.19B
VSMPX
Price
$292.61
Change
+$0.19 (+0.06%)
Updated
Sep 8 closing price
Net Assets
1.95T
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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$53.46
Change+$0.14 (+0.26%)
VolumeN/A
Net Assets6.19B
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.61
Change+$0.19 (+0.06%)
VolumeN/A
Net Assets1.95T
ITHRX vs VSMPX Comparison Chart in %
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VS
ITHRX vs. VSMPX commentary
Sep 09, 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.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. ITHRX (6.19B). VSMPX pays higher dividends than ITHRX: VSMPX (1.17) 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 : 18.05 vs. ITHRX (4.43). VSMPX return over 5 years is better than : 85.03 vs. ITHRX (20.27).
ITHRXVSMPXITHRX / VSMPX
Total Expense Ratio1.420.027,100%
Annual Report Gross Expense Ratio1.420.027,100%
Fund Existence19 years10 years-
Gain YTD6.19610.35860%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.19B1.95T0%
Annual Yield % from dividends0.021.171%
Returns for 1 year4.4318.0525%
Returns for 3 years35.4863.7156%
Returns for 5 years20.2785.0324%
Returns for 10 years35.95214.5717%
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