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ITHAX vs VFIAX
ITHAX vs VFIAX Comparison
Open Charts ITHAX vs VFIAX
Hartford Capital Appreciation A
Price$39.92
Change+$0.24 (+0.60%)
VolumeN/A
Net Assets5.63B
Vanguard 500 Index Admiral
Price$523.02
Change+$3.01 (+0.58%)
VolumeN/A
Net Assets1.33T
ITHAX vs VFIAX Comparison Chart
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ITHAX vs. VFIAX commentary
May 09, 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: 1.34T vs. ITHAX (5.63B). VFIAX pays higher dividends than ITHAX: VFIAX (1.36) vs ITHAX (0.52). ITHAX was incepted earlier than VFIAX: ITHAX (29 years) vs VFIAX (25 years). ITHAX (1.05) 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 : 8.60 vs. ITHAX (-4.78). VFIAX return over 5 years is better than : 92.14 vs. ITHAX (19.70).
| ITHAX | VFIAX | ITHAX / VFIAX | |
| Total Expense Ratio | 1.05 | 0.04 | 2,625% |
| Annual Report Gross Expense Ratio | 1.05 | 0.04 | 2,625% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | -6.898 | -4.178 | 165% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.63B | 1.34T | 0% |
| Annual Yield % from dividends | 0.52 | 1.36 | 39% |
| Returns for 1 year | -4.78 | 8.60 | -56% |
| Returns for 3 years | 15.05 | 41.15 | 37% |
| Returns for 5 years | 19.70 | 92.14 | 21% |
| Returns for 10 years | 4.47 | 167.68 | 3% |
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