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ITHVX vs VSMPX
ITHVX vs VSMPX Comparison
Open Charts ITHVX vs VSMPX
Hartford Capital Appreciation R6
Price$59.11
Change+$0.14 (+0.24%)
VolumeN/A
Net Assets6.25B
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.36
Change+$0.96 (+0.31%)
VolumeN/A
Net Assets2.06T
ITHVX vs VSMPX Comparison Chart in %
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ITHVX vs. VSMPX commentary
Dec 27, 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 ITHVX is a Buy and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. ITHVX (6.25B). VSMPX pays higher dividends than ITHVX: VSMPX (1.12) vs ITHVX (0.56). ITHVX was incepted earlier than VSMPX: ITHVX (11 years) vs VSMPX (11 years). ITHVX (0.70) is less costly to investors than VSMPX (0.02). ITHVX is a more actively managed with annual turnover of: 85.00 vs. VSMPX (2.00). ITHVX has a lower initial minimum investment than VSMPX: ITHVX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 14.43 vs. ITHVX (4.49). VSMPX return over 5 years is better than : 76.89 vs. ITHVX (15.86).
| ITHVX | VSMPX | ITHVX / VSMPX | |
| Total Expense Ratio | 0.70 | 0.02 | 3,500% |
| Annual Report Gross Expense Ratio | 0.70 | 0.02 | 3,500% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 6.948 | 17.382 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.25B | 2.06T | 0% |
| Annual Yield % from dividends | 0.56 | 1.12 | 50% |
| Returns for 1 year | 4.49 | 14.43 | 31% |
| Returns for 3 years | 43.61 | 78.10 | 56% |
| Returns for 5 years | 15.86 | 76.89 | 21% |
| Returns for 10 years | 57.46 | 225.09 | 26% |
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