Ad is loading...
ITHRX vs VFIAX
ITHRX vs VFIAX Comparison
Open Charts ITHRX vs VFIAX
Hartford Capital Appreciation R3
Price$50.62
Change-$0.94 (-1.82%)
VolumeN/A
Net Assets6.24B
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
ITHRX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ITHRX vs. VFIAX commentary
Feb 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 ITHRX is a Hold and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. ITHRX (6.24B). 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 : 18.28 vs. ITHRX (5.61). VFIAX return over 5 years is better than : 80.17 vs. ITHRX (15.26).
| 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 | 0.857 | 2.414 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.24B | 1.41T | 0% |
| Annual Yield % from dividends | 0.03 | 1.32 | 2% |
| Returns for 1 year | 5.61 | 18.28 | 31% |
| Returns for 3 years | 14.61 | 39.78 | 37% |
| Returns for 5 years | 15.26 | 80.17 | 19% |
| Returns for 10 years | 22.18 | 184.37 | 12% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| EIPFX | 18.57 | -0.16 | -0.85% |
| EIP Growth and Income Investor | |||
| MCRFX | 14.63 | -0.15 | -1.01% |
| BlackRock Mid-Cap Value Investor C | |||
| MLRKX | 22.34 | -0.41 | -1.80% |
| BlackRock Advantage Large Cap Core K | |||
| FIDJX | 13.99 | -0.29 | -2.03% |
| Fidelity SAI Sustainable Sector Fund | |||
| ANEFX | 63.21 | -1.35 | -2.09% |
| American Funds New Economy A | |||