HTD
Price
$24.35
Change
-$0.11 (-0.45%)
Updated
Aug 15 closing price
Net Assets
920.87M
ZTR
Price
$6.29
Change
+$0.01 (+0.16%)
Updated
Aug 15 closing price
Net Assets
391.62M
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HTD vs ZTR

Header iconHTD vs ZTR Comparison
Open Charts HTD vs ZTRBanner chart's image
John Hancock Tax-Advantaged Dividend Income Fund
Price$24.35
Change-$0.11 (-0.45%)
Volume$60.36K
Net Assets920.87M
Virtus Total Return Fund
Price$6.29
Change+$0.01 (+0.16%)
Volume$121.55K
Net Assets391.62M
HTD vs ZTR Comparison Chart in %
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HTD
Daily Signalchanged days ago
Gain/Loss if bought
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ZTR
Daily Signalchanged days ago
Gain/Loss if bought
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HTD vs. ZTR commentary
Aug 16, 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 HTD is a Hold and ZTR is a StrongBuy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
HTD has more net assets: 921M vs. ZTR (392M). HTD has a higher annual dividend yield than ZTR: HTD (16.226) vs ZTR (14.805). HTD was incepted earlier than ZTR: HTD (21 years) vs ZTR (20 years). ZTR (1.60) has a lower expense ratio than HTD (1.96). ZTR has a higher turnover HTD (21.00) vs HTD (21.00).
HTDZTRHTD / ZTR
Gain YTD16.22614.805110%
Net Assets921M392M235%
Total Expense Ratio1.961.60122%
Turnover21.0059.0036%
Yield4.470.212,135%
Fund Existence21 years20 years-
TECHNICAL ANALYSIS
Technical Analysis
HTDZTR
RSI
ODDS (%)
Bearish Trend 2 days ago
80%
N/A
Stochastic
ODDS (%)
Bearish Trend 2 days ago
68%
Bearish Trend 2 days ago
75%
Momentum
ODDS (%)
Bullish Trend 2 days ago
89%
Bullish Trend 2 days ago
85%
MACD
ODDS (%)
Bearish Trend 2 days ago
69%
Bullish Trend 2 days ago
90%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
77%
Bullish Trend 2 days ago
85%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
89%
Bullish Trend 2 days ago
84%
Advances
ODDS (%)
Bullish Trend 4 days ago
90%
Bullish Trend 2 days ago
87%
Declines
ODDS (%)
Bearish Trend 2 days ago
81%
Bearish Trend 20 days ago
83%
BollingerBands
ODDS (%)
N/A
Bearish Trend 2 days ago
79%
Aroon
ODDS (%)
Bullish Trend 2 days ago
88%
Bullish Trend 2 days ago
83%
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HTD
Daily Signalchanged days ago
Gain/Loss if bought
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ZTR
Daily Signalchanged days ago
Gain/Loss if bought
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ZTR and

Correlation & Price change

A.I.dvisor tells us that ZTR and AMT have been poorly correlated (+9% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that ZTR and AMT's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ZTR
1D Price
Change %
ZTR100%
+0.16%
AMT - ZTR
9%
Poorly correlated
+1.31%
CCI - ZTR
8%
Poorly correlated
+0.63%
AEP - ZTR
6%
Poorly correlated
-0.77%
NEE - ZTR
4%
Poorly correlated
+4.39%
LNG - ZTR
3%
Poorly correlated
-1.07%
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