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ITHRX vs VFIAX
ITHRX vs VFIAX Comparison
Open Charts ITHRX vs VFIAX
Hartford Capital Appreciation R3
Price$45.16
Change-$2.36 (-4.97%)
VolumeN/A
Net Assets5.8B
Vanguard 500 Index Admiral
Price$497.91
Change-$25.30 (-4.84%)
VolumeN/A
Net Assets1.4T
ITHRX vs VFIAX Comparison Chart
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ITHRX vs. VFIAX commentary
Apr 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 ITHRX is a Buy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.4T vs. ITHRX (5.8B). VFIAX pays higher dividends than ITHRX: VFIAX (1.35) vs ITHRX (0.02). ITHRX was incepted earlier than VFIAX: ITHRX (18 years) vs VFIAX (24 years). ITHRX (1.42) is less costly to investors than VFIAX (0.04). ITHRX is a more actively managed with annual turnover of: 85.00 vs. VFIAX (2.00). ITHRX has a lower initial minimum investment than VFIAX: ITHRX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 8.85 vs. ITHRX (-2.36). VFIAX return over 5 years is better than : 127.96 vs. ITHRX (51.85).
| ITHRX | VFIAX | ITHRX / VFIAX | |
| Total Expense Ratio | 1.42 | 0.04 | 3,550% |
| Annual Report Gross Expense Ratio | 1.42 | 0.04 | 3,550% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | -5.320 | -3.588 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.8B | 1.4T | 0% |
| Annual Yield % from dividends | 0.02 | 1.35 | 1% |
| Returns for 1 year | -2.36 | 8.85 | -27% |
| Returns for 3 years | 2.27 | 23.83 | 10% |
| Returns for 5 years | 51.85 | 127.96 | 41% |
| Returns for 10 years | 14.45 | 173.02 | 8% |
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