HTD
Price
$23.88
Change
+$0.13 (+0.55%)
Updated
Jul 3 closing price
Net Assets
896.43M
ZTR
Price
$6.22
Change
-$0.03 (-0.48%)
Updated
Jul 3 closing price
Net Assets
388.84M
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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$23.88
Change+$0.13 (+0.55%)
Volume$41.64K
Net Assets896.43M
Virtus Total Return Fund
Price$6.22
Change-$0.03 (-0.48%)
Volume$157.17K
Net Assets388.84M
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
Jul 05, 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 Buy and ZTR is a StrongBuy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
HTD has more net assets: 896M vs. ZTR (389M). HTD has a higher annual dividend yield than ZTR: HTD (12.509) vs ZTR (11.719). 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 YTD12.50911.719107%
Net Assets896M389M230%
Total Expense Ratio1.961.60122%
Turnover21.0059.0036%
Yield4.730.212,267%
Fund Existence21 years20 years-
TECHNICAL ANALYSIS
Technical Analysis
HTDZTR
RSI
ODDS (%)
Bearish Trend 2 days ago
83%
Bearish Trend 2 days ago
77%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
75%
Bearish Trend 2 days ago
73%
Momentum
ODDS (%)
Bullish Trend 2 days ago
88%
Bullish Trend 2 days ago
90%
MACD
ODDS (%)
Bullish Trend 2 days ago
87%
Bullish Trend 2 days ago
89%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
89%
Bullish Trend 2 days ago
84%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
88%
Bullish Trend 2 days ago
81%
Advances
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 4 days ago
86%
Declines
ODDS (%)
Bearish Trend 17 days ago
82%
Bearish Trend 15 days ago
83%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
85%
Bullish Trend 2 days ago
85%
Aroon
ODDS (%)
Bullish Trend 2 days ago
86%
Bullish Trend 2 days ago
86%
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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%
-0.48%
AMT - ZTR
9%
Poorly correlated
-0.48%
CCI - ZTR
8%
Poorly correlated
-0.24%
AEP - ZTR
6%
Poorly correlated
+0.58%
SRE - ZTR
5%
Poorly correlated
+0.40%
NEE - ZTR
4%
Poorly correlated
+1.18%
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