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FXAIX vs ITHRX
FXAIX vs ITHRX Comparison
Open Charts FXAIX vs ITHRX
Hartford Capital Appreciation R3
Price$51.03
Change+$0.37 (+0.73%)
VolumeN/A
Net Assets6.36B
FXAIX vs ITHRX Comparison Chart
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FXAIX vs. ITHRX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. ITHRX (6.36B). FXAIX pays higher dividends than ITHRX: FXAIX (1.31) vs ITHRX (0.03). FXAIX was incepted earlier than ITHRX: FXAIX (14 years) vs ITHRX (18 years). ITHRX is a more actively managed with annual turnover of: 62.00 vs. FXAIX (3.00). FXAIX (0) and ITHRX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 27.15 vs. ITHRX (12.82). FXAIX return over 5 years is better than : 94.81 vs. ITHRX (17.40).
| FXAIX | ITHRX | FXAIX / ITHRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | 2.013 | 1.674 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619B | 6.36B | 9,736% |
| Annual Yield % from dividends | 1.31 | 0.03 | 4,519% |
| Returns for 1 year | 27.15 | 12.82 | 212% |
| Returns for 3 years | 37.22 | 9.51 | 391% |
| Returns for 5 years | 94.81 | 17.40 | 545% |
| Returns for 10 years | 222.48 | 30.33 | 734% |
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