Ad is loading...
ITHRX vs VFINX
ITHRX vs VFINX Comparison
Open Charts ITHRX vs VFINX
Hartford Capital Appreciation R3
Price$45.16
Change-$2.36 (-4.97%)
VolumeN/A
Net Assets5.8B
Vanguard 500 Index Investor
Price$498.00
Change-$25.30 (-4.83%)
VolumeN/A
Net Assets1.4T
ITHRX vs VFINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ITHRX vs. VFINX 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.4T vs. ITHRX (5.8B). VFINX pays higher dividends than ITHRX: VFINX (1.24) vs ITHRX (0.02). ITHRX was incepted earlier than VFINX: ITHRX (18 years) vs VFINX (49 years). ITHRX (1.42) is less costly to investors than VFINX (0.14). ITHRX is a more actively managed with annual turnover of: 85.00 vs. VFINX (2.00). ITHRX (0) and VFINX (0) have matching initial minimum investment requirements. VFINX annual gain was more profitable for investors over the last year : 8.85 vs. ITHRX (-2.36). VFINX return over 5 years is better than : 127.97 vs. ITHRX (51.85).
| ITHRX | VFINX | ITHRX / VFINX | |
| Total Expense Ratio | 1.42 | 0.14 | 1,014% |
| Annual Report Gross Expense Ratio | 1.42 | 0.14 | 1,014% |
| Fund Existence | 18 years | 49 years | - |
| Gain YTD | -5.320 | -3.587 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.8B | 1.4T | 0% |
| Annual Yield % from dividends | 0.02 | 1.24 | 2% |
| Returns for 1 year | -2.36 | 8.85 | -27% |
| Returns for 3 years | 2.27 | 23.83 | 10% |
| Returns for 5 years | 51.85 | 127.97 | 41% |
| Returns for 10 years | 14.45 | 173.04 | 8% |
View a ticker or compare two or three
VS
VS
Ad is loading...