Ad is loading...
ITHIX vs VFIAX
ITHIX vs VFIAX Comparison
Open Charts ITHIX vs VFIAX
Hartford Capital Appreciation I
Price$40.48
Change+$0.66 (+1.66%)
VolumeN/A
Net Assets5.7B
Vanguard 500 Index Admiral
Price$525.08
Change+$7.63 (+1.47%)
VolumeN/A
Net Assets1.32T
ITHIX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ITHIX vs. VFIAX commentary
May 04, 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 ITHIX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. ITHIX (5.7B). VFIAX pays higher dividends than ITHIX: VFIAX (1.36) vs ITHIX (0.77). ITHIX was incepted earlier than VFIAX: ITHIX (19 years) vs VFIAX (24 years). ITHIX (0.79) is less costly to investors than VFIAX (0.04). ITHIX is a more actively managed with annual turnover of: 85.00 vs. VFIAX (2.00). ITHIX has a lower initial minimum investment than VFIAX: ITHIX (2000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 10.71 vs. ITHIX (-2.78). VFIAX return over 5 years is better than : 98.01 vs. ITHIX (26.28).
| ITHIX | VFIAX | ITHIX / VFIAX | |
| Total Expense Ratio | 0.79 | 0.04 | 1,975% |
| Annual Report Gross Expense Ratio | 0.79 | 0.04 | 1,975% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | -7.331 | -4.650 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.7B | 1.32T | 0% |
| Annual Yield % from dividends | 0.77 | 1.36 | 56% |
| Returns for 1 year | -2.78 | 10.71 | -26% |
| Returns for 3 years | 9.02 | 34.30 | 26% |
| Returns for 5 years | 26.28 | 98.01 | 27% |
| Returns for 10 years | 8.37 | 168.61 | 5% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers