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ITHAX vs VFIAX
ITHAX vs VFIAX Comparison
Open Charts ITHAX vs VFIAX
Hartford Capital Appreciation A
Price$38.04
Change+$0.65 (+1.74%)
VolumeN/A
Net Assets5.36B
Vanguard 500 Index Admiral
Price$495.03
Change+$8.81 (+1.81%)
VolumeN/A
Net Assets1.32T
ITHAX vs VFIAX Comparison Chart
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ITHAX vs. VFIAX 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 ITHAX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. ITHAX (5.36B). VFIAX pays higher dividends than ITHAX: VFIAX (1.35) vs ITHAX (0.52). ITHAX was incepted earlier than VFIAX: ITHAX (29 years) vs VFIAX (24 years). ITHAX (1.06) is less costly to investors than VFIAX (0.04). ITHAX is a more actively managed with annual turnover of: 85.00 vs. VFIAX (2.00). ITHAX has a lower initial minimum investment than VFIAX: ITHAX (2000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 1.37 vs. ITHAX (-9.78). VFIAX return over 5 years is better than : 88.91 vs. ITHAX (20.26).
| ITHAX | VFIAX | ITHAX / VFIAX | |
| Total Expense Ratio | 1.06 | 0.04 | 2,650% |
| Annual Report Gross Expense Ratio | 1.06 | 0.04 | 2,650% |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | -12.271 | -10.405 | 118% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.36B | 1.32T | 0% |
| Annual Yield % from dividends | 0.52 | 1.35 | 38% |
| Returns for 1 year | -9.78 | 1.37 | -715% |
| Returns for 3 years | -2.74 | 19.88 | -14% |
| Returns for 5 years | 20.26 | 88.91 | 23% |
| Returns for 10 years | -0.78 | 151.75 | -1% |
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