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ITHRX vs VSMPX
ITHRX vs VSMPX Comparison
Open Charts ITHRX vs VSMPX
Hartford Capital Appreciation R3
Price$53.17
Change-$2.88 (-5.14%)
VolumeN/A
Net Assets5.94B
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.33
Change+$0.93 (+0.30%)
VolumeN/A
Net Assets2.06T
ITHRX vs VSMPX Comparison Chart in %
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ITHRX vs. VSMPX commentary
Dec 13, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. ITHRX (5.94B). 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 : 12.70 vs. ITHRX (2.19). VSMPX return over 5 years is better than : 79.39 vs. ITHRX (11.97).
| 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 | 11 years | - |
| Gain YTD | 5.937 | 17.371 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.94B | 2.06T | 0% |
| Annual Yield % from dividends | 0.02 | 1.12 | 1% |
| Returns for 1 year | 2.19 | 12.70 | 17% |
| Returns for 3 years | 34.98 | 70.86 | 49% |
| Returns for 5 years | 11.97 | 79.39 | 15% |
| Returns for 10 years | 45.67 | 230.39 | 20% |
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