ITHRX
Price
$51.72
Change
+$0.40 (+0.78%)
Updated
Jul 3 closing price
Net Assets
6.12B
VSMPX
Price
$281.45
Change
+$2.40 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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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$51.72
Change+$0.40 (+0.78%)
VolumeN/A
Net Assets6.12B
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
ITHRX vs VSMPX Comparison Chart in %
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VS
ITHRX vs. VSMPX commentary
Jul 07, 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: 1.82T vs. ITHRX (6.12B). VSMPX pays higher dividends than ITHRX: VSMPX (1.22) 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 : 13.90 vs. ITHRX (2.07). VSMPX return over 5 years is better than : 95.69 vs. ITHRX (27.30).
ITHRXVSMPXITHRX / VSMPX
Total Expense Ratio1.420.027,100%
Annual Report Gross Expense Ratio1.420.027,100%
Fund Existence19 years10 years-
Gain YTD3.0486.42647%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.12B1.82T0%
Annual Yield % from dividends0.021.221%
Returns for 1 year2.0713.9015%
Returns for 3 years32.9262.1753%
Returns for 5 years27.3095.6929%
Returns for 10 years25.01189.2113%
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