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ITHRX vs VFINX
ITHRX vs VFINX Comparison
Open Charts ITHRX vs VFINX
Hartford Capital Appreciation R3
Price$54.13
Change-$0.25 (-0.46%)
VolumeN/A
Net Assets6.26B
Vanguard 500 Index Investor
Price$619.94
Change-$2.37 (-0.38%)
VolumeN/A
Net Assets1.41T
ITHRX vs VFINX Comparison Chart in %
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ITHRX vs. VFINX commentary
Oct 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. ITHRX (6.26B). VFINX pays higher dividends than ITHRX: VFINX (1.05) vs ITHRX (0.02). ITHRX was incepted earlier than VFINX: ITHRX (19 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 : 18.40 vs. ITHRX (3.36). VFINX return over 5 years is better than : 95.79 vs. ITHRX (18.48).
| 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 | 19 years | 49 years | - |
| Gain YTD | 8.348 | 14.677 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.26B | 1.41T | 0% |
| Annual Yield % from dividends | 0.02 | 1.05 | 2% |
| Returns for 1 year | 3.36 | 18.40 | 18% |
| Returns for 3 years | 46.61 | 85.42 | 55% |
| Returns for 5 years | 18.48 | 95.79 | 19% |
| Returns for 10 years | 36.72 | 235.08 | 16% |
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