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ITHRX vs VFIAX
ITHRX vs VFIAX Comparison
Open Charts ITHRX vs VFIAX
Hartford Capital Appreciation R3
Price$51.53
Change-$0.30 (-0.58%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$543.40
Change-$16.50 (-2.95%)
VolumeN/A
CapitalizationN/A
ITHRX vs VFIAX Comparison Chart
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ITHRX vs. VFIAX commentary
Dec 19, 2024
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 StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. ITHRX (6.51B). VFIAX pays higher dividends than ITHRX: VFIAX (1.32) vs ITHRX (0.03). ITHRX was incepted earlier than VFIAX: ITHRX (18 years) vs VFIAX (24 years). ITHRX is a more actively managed with annual turnover of: 62.00 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 : 27.64 vs. ITHRX (15.14). VFIAX return over 5 years is better than : 88.64 vs. ITHRX (22.99).
| ITHRX | VFIAX | ITHRX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 13.828 | 27.303 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.51B | 1.37T | 0% |
| Annual Yield % from dividends | 0.03 | 1.32 | 2% |
| Returns for 1 year | 15.14 | 27.64 | 55% |
| Returns for 3 years | 8.66 | 30.99 | 28% |
| Returns for 5 years | 22.99 | 88.64 | 26% |
| Returns for 10 years | 28.15 | 193.66 | 15% |
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