HTD
Price
$24.19
Change
+$0.24 (+1.00%)
Updated
Jul 25 closing price
Net Assets
910.24M
ZTR
Price
$6.21
Change
-$0.01 (-0.16%)
Updated
Jul 25 closing price
Net Assets
391.06M
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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$24.19
Change+$0.24 (+1.00%)
Volume$62.34K
Net Assets910.24M
Virtus Total Return Fund
Price$6.21
Change-$0.01 (-0.16%)
Volume$97.35K
Net Assets391.06M
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 27, 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: 910M vs. ZTR (391M). HTD has a higher annual dividend yield than ZTR: HTD (14.718) vs ZTR (12.445). 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 YTD14.71812.445118%
Net Assets910M391M233%
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
81%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
68%
Bearish Trend 2 days ago
72%
Momentum
ODDS (%)
Bullish Trend 2 days ago
87%
Bullish Trend 2 days ago
89%
MACD
ODDS (%)
Bearish Trend 2 days ago
84%
Bullish Trend 2 days ago
89%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
89%
Bearish Trend 2 days ago
76%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
89%
Bullish Trend 2 days ago
83%
Advances
ODDS (%)
Bullish Trend 5 days ago
90%
Bullish Trend 4 days ago
86%
Declines
ODDS (%)
Bearish Trend 3 days ago
81%
Bearish Trend 2 days ago
83%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
82%
Bearish Trend 2 days ago
87%
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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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%
+1.00%
KMI - HTD
18%
Poorly correlated
-0.11%
AEP - HTD
7%
Poorly correlated
+0.75%
DUK - HTD
6%
Poorly correlated
+0.15%
ETR - HTD
5%
Poorly correlated
+0.01%
T - HTD
3%
Poorly correlated
+0.29%
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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
-0.59%
CCI - ZTR
8%
Poorly correlated
-2.13%
AEP - ZTR
6%
Poorly correlated
+0.75%
SRE - ZTR
5%
Poorly correlated
+0.45%
NEE - ZTR
4%
Poorly correlated
-0.17%
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