HTD
Price
$22.82
Change
-$0.25 (-1.08%)
Updated
Jun 13 closing price
Net Assets
884.73M
ZTR
Price
$6.12
Change
-$0.02 (-0.33%)
Updated
Jun 13 closing price
Net Assets
387.73M
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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$22.82
Change-$0.25 (-1.08%)
Volume$68.71K
Net Assets884.73M
Virtus Total Return Fund
Price$6.12
Change-$0.02 (-0.33%)
Volume$127.19K
Net Assets387.73M
HTD vs ZTR Comparison Chart
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HTD
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
ZTR
Daily Signalchanged days ago
Gain/Loss if bought
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HTD vs. ZTR commentary
Jun 14, 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 Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
HTD has more net assets: 885M vs. ZTR (388M). ZTR has a higher annual dividend yield than HTD: ZTR (9.923) vs HTD (7.515). 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 YTD7.5159.92376%
Net Assets885M388M228%
Total Expense Ratio1.961.60122%
Turnover21.0059.0036%
Yield4.680.212,210%
Fund Existence21 years20 years-
TECHNICAL ANALYSIS
Technical Analysis
HTDZTR
RSI
ODDS (%)
N/A
Bearish Trend 1 day ago
74%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
75%
Bearish Trend 1 day ago
85%
Momentum
ODDS (%)
Bearish Trend 1 day ago
74%
Bearish Trend 1 day ago
73%
MACD
ODDS (%)
Bullish Trend 1 day ago
89%
Bearish Trend 1 day ago
75%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
89%
Bullish Trend 1 day ago
84%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
88%
Bullish Trend 1 day ago
81%
Advances
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
86%
Declines
ODDS (%)
Bearish Trend 10 days ago
82%
Bearish Trend 5 days ago
83%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
80%
Bearish Trend 1 day ago
72%
Aroon
ODDS (%)
Bullish Trend 1 day ago
86%
Bullish Trend 1 day ago
82%
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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
Show more...
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HTD and

Correlation & Price change

A.I.dvisor tells us that HTD and KMI have been poorly correlated (+18% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that HTD and KMI's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HTD
1D Price
Change %
HTD100%
-1.08%
KMI - HTD
18%
Poorly correlated
-0.07%
AEP - HTD
7%
Poorly correlated
-0.12%
DUK - HTD
6%
Poorly correlated
-0.36%
ETR - HTD
5%
Poorly correlated
-1.46%
T - HTD
3%
Poorly correlated
-0.28%
More

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%
-0.33%
AMT - ZTR
9%
Poorly correlated
-0.56%
CCI - ZTR
8%
Poorly correlated
-0.58%
AEP - ZTR
6%
Poorly correlated
-0.12%
SRE - ZTR
5%
Poorly correlated
-2.82%
NEE - ZTR
4%
Poorly correlated
+1.27%
More