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FXAIX vs ITHVX
FXAIX vs ITHVX Comparison
Open Charts FXAIX vs ITHVX
Hartford Capital Appreciation R6
Price$49.38
Change+$0.85 (+1.75%)
VolumeN/A
Net Assets5.36B
FXAIX vs ITHVX Comparison Chart
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FXAIX vs. ITHVX commentary
Apr 12, 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 ITHVX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. ITHVX (5.36B). FXAIX pays higher dividends than ITHVX: FXAIX (1.30) vs ITHVX (0.66). FXAIX was incepted earlier than ITHVX: FXAIX (14 years) vs ITHVX (10 years). ITHVX (0.70) is less costly to investors than FXAIX (0.01). ITHVX is a more actively managed with annual turnover of: 85.00 vs. FXAIX (2.00). FXAIX (0) and ITHVX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 2.68 vs. ITHVX (-7.57). FXAIX return over 5 years is better than : 103.82 vs. ITHVX (30.81).
| FXAIX | ITHVX | FXAIX / ITHVX | |
| Total Expense Ratio | 0.01 | 0.70 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.70 | 2% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | -10.117 | -12.195 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 5.36B | 11,150% |
| Annual Yield % from dividends | 1.30 | 0.66 | 197% |
| Returns for 1 year | 2.68 | -7.57 | -35% |
| Returns for 3 years | 25.42 | 1.44 | 1,759% |
| Returns for 5 years | 103.82 | 30.81 | 337% |
| Returns for 10 years | 175.06 | 16.44 | 1,065% |