Ad is loading...
FXAIX vs ITHRX
FXAIX vs ITHRX Comparison
Open Charts FXAIX vs ITHRX
Hartford Capital Appreciation R3
Price$45.16
Change-$2.36 (-4.97%)
VolumeN/A
Net Assets5.8B
FXAIX vs ITHRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. ITHRX commentary
Apr 04, 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 Hold and ITHRX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. ITHRX (5.8B). 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 : 10.29 vs. ITHRX (-2.36). FXAIX return over 5 years is better than : 146.07 vs. ITHRX (51.85).
| 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 | -3.262 | -5.320 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 5.8B | 10,312% |
| Annual Yield % from dividends | 1.30 | 0.02 | 6,920% |
| Returns for 1 year | 10.29 | -2.36 | -435% |
| Returns for 3 years | 29.57 | 2.27 | 1,304% |
| Returns for 5 years | 146.07 | 51.85 | 282% |
| Returns for 10 years | 197.24 | 14.45 | 1,365% |
View a ticker or compare two or three
VS
VS
Ad is loading...