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FXAIX vs ITHRX
FXAIX vs ITHRX Comparison
Open Charts FXAIX vs ITHRX
Hartford Capital Appreciation R3
Price$44.78
Change+$0.71 (+1.61%)
VolumeN/A
Net Assets5.34B
FXAIX vs ITHRX Comparison Chart
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FXAIX vs. ITHRX commentary
Apr 25, 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 FXAIX is a Buy and ITHRX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. ITHRX (5.34B). FXAIX pays higher dividends than ITHRX: FXAIX (1.30) vs ITHRX (0.02). FXAIX was incepted earlier than ITHRX: FXAIX (14 years) vs ITHRX (18 years). ITHRX (1.42) is less costly to investors than FXAIX (0.01). ITHRX is a more actively managed with annual turnover of: 85.00 vs. FXAIX (2.00). FXAIX (0) and ITHRX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 5.67 vs. ITHRX (-7.18). FXAIX return over 5 years is better than : 101.19 vs. ITHRX (22.00).
| FXAIX | ITHRX | FXAIX / ITHRX | |
| Total Expense Ratio | 0.01 | 1.42 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.42 | 1% |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | -9.758 | -12.194 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 5.34B | 11,190% |
| Annual Yield % from dividends | 1.30 | 0.02 | 6,920% |
| Returns for 1 year | 5.67 | -7.18 | -79% |
| Returns for 3 years | 29.58 | 1.20 | 2,468% |
| Returns for 5 years | 101.19 | 22.00 | 460% |
| Returns for 10 years | 173.23 | 3.79 | 4,569% |
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