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ITHAX vs VFINX
ITHAX vs VFINX Comparison
Open Charts ITHAX vs VFINX
Hartford Capital Appreciation A
Price$39.95
Change-$1.14 (-2.77%)
VolumeN/A
Net Assets5.95B
Vanguard 500 Index Investor
Price$515.43
Change-$3.93 (-0.76%)
VolumeN/A
Net Assets1.4T
ITHAX vs VFINX Comparison Chart
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ITHAX vs. VFINX commentary
Mar 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 Hold and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.4T vs. ITHAX (5.95B). VFINX pays higher dividends than ITHAX: VFINX (1.12) vs ITHAX (0.49). ITHAX was incepted earlier than VFINX: ITHAX (29 years) vs VFINX (49 years). ITHAX (1.06) is less costly to investors than VFINX (0.14). ITHAX is a more actively managed with annual turnover of: 85.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than ITHAX: VFINX (0) vs ITHAX (2000). VFINX annual gain was more profitable for investors over the last year : 12.65 vs. ITHAX (-0.76). VFINX return over 5 years is better than : 111.32 vs. ITHAX (32.71).
| ITHAX | VFINX | ITHAX / VFINX | |
| Total Expense Ratio | 1.06 | 0.14 | 757% |
| Annual Report Gross Expense Ratio | 1.06 | 0.14 | 757% |
| Fund Existence | 29 years | 49 years | - |
| Gain YTD | -3.590 | -1.691 | 212% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.95B | 1.4T | 0% |
| Annual Yield % from dividends | 0.49 | 1.12 | 43% |
| Returns for 1 year | -0.76 | 12.65 | -6% |
| Returns for 3 years | 12.70 | 37.29 | 34% |
| Returns for 5 years | 32.71 | 111.32 | 29% |
| Returns for 10 years | 11.79 | 180.93 | 7% |
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