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ITHAX vs VFINX
ITHAX vs VFINX Comparison
Open Charts ITHAX vs VFINX
Hartford Capital Appreciation A
Price$41.85
Change+$0.08 (+0.19%)
VolumeN/A
Net Assets5.9B
Vanguard 500 Index Investor
Price$551.21
Change+$0.56 (+0.10%)
VolumeN/A
Net Assets1.33T
ITHAX vs VFINX Comparison Chart
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ITHAX vs. VFINX commentary
May 20, 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.34T vs. ITHAX (5.9B). VFINX pays higher dividends than ITHAX: VFINX (1.25) vs ITHAX (0.52). ITHAX was incepted earlier than VFINX: ITHAX (29 years) vs VFINX (49 years). ITHAX (1.05) 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 : 12.37 vs. ITHAX (-1.83). VFINX return over 5 years is better than : 100.41 vs. ITHAX (23.73).
| ITHAX | VFINX | ITHAX / VFINX | |
| Total Expense Ratio | 1.05 | 0.14 | 750% |
| Annual Report Gross Expense Ratio | 1.05 | 0.14 | 750% |
| Fund Existence | 29 years | 49 years | - |
| Gain YTD | -1.994 | 1.452 | -137% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.9B | 1.34T | 0% |
| Annual Yield % from dividends | 0.52 | 1.25 | 42% |
| Returns for 1 year | -1.83 | 12.37 | -15% |
| Returns for 3 years | 22.05 | 52.75 | 42% |
| Returns for 5 years | 23.73 | 100.41 | 24% |
| Returns for 10 years | 8.67 | 180.41 | 5% |
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