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ITHIX vs VFINX
ITHIX vs VFINX Comparison
Open Charts ITHIX vs VFINX
Hartford Capital Appreciation I
Price$41.38
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets5.78B
Vanguard 500 Index Investor
Price$540.00
Change-$0.23 (-0.04%)
VolumeN/A
Net Assets1.33T
ITHIX vs VFINX Comparison Chart
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ITHIX vs. VFINX commentary
May 23, 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.34T vs. ITHIX (5.78B). VFINX pays higher dividends than ITHIX: VFINX (1.25) vs ITHIX (0.77). ITHIX was incepted earlier than VFINX: ITHIX (19 years) vs VFINX (49 years). ITHIX (0.79) is less costly to investors than VFINX (0.14). ITHIX is a more actively managed with annual turnover of: 85.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than ITHIX: VFINX (0) vs ITHIX (2000). VFINX annual gain was more profitable for investors over the last year : 10.16 vs. ITHIX (-3.19). VFINX return over 5 years is better than : 97.65 vs. ITHIX (23.26).
| ITHIX | VFINX | ITHIX / VFINX | |
| Total Expense Ratio | 0.79 | 0.14 | 564% |
| Annual Report Gross Expense Ratio | 0.79 | 0.14 | 564% |
| Fund Existence | 19 years | 49 years | - |
| Gain YTD | -3.677 | -0.468 | 786% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.78B | 1.34T | 0% |
| Annual Yield % from dividends | 0.77 | 1.25 | 61% |
| Returns for 1 year | -3.19 | 10.16 | -31% |
| Returns for 3 years | 19.16 | 47.12 | 41% |
| Returns for 5 years | 23.26 | 97.65 | 24% |
| Returns for 10 years | 9.71 | 175.11 | 6% |
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