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ITHRX vs VFINX
ITHRX vs VFINX Comparison
Open Charts ITHRX vs VFINX
Hartford Capital Appreciation R3
Price$50.62
Change-$0.94 (-1.82%)
VolumeN/A
Net Assets6.24B
Vanguard 500 Index Investor
Price$555.87
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
ITHRX vs VFINX Comparison Chart
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ITHRX vs. VFINX 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 VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. ITHRX (6.24B). VFINX pays higher dividends than ITHRX: VFINX (1.24) vs ITHRX (0.03). ITHRX was incepted earlier than VFINX: ITHRX (18 years) vs VFINX (49 years). ITHRX is a more actively managed with annual turnover of: 62.00 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 : 18.27 vs. ITHRX (5.61). VFINX return over 5 years is better than : 80.18 vs. ITHRX (15.26).
| ITHRX | VFINX | ITHRX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 49 years | - |
| Gain YTD | 0.857 | 2.400 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.24B | 1.41T | 0% |
| Annual Yield % from dividends | 0.03 | 1.24 | 2% |
| Returns for 1 year | 5.61 | 18.27 | 31% |
| Returns for 3 years | 14.61 | 39.78 | 37% |
| Returns for 5 years | 15.26 | 80.18 | 19% |
| Returns for 10 years | 22.18 | 184.41 | 12% |