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ITHRX vs VFINX
ITHRX vs VFINX Comparison
Open Charts ITHRX vs VFINX
Hartford Capital Appreciation R3
Price$53.92
Change-$0.09 (-0.17%)
VolumeN/A
Net Assets6.26B
Vanguard 500 Index Investor
Price$610.71
Change-$0.59 (-0.10%)
VolumeN/A
Net Assets1.37T
ITHRX vs VFINX Comparison Chart in %
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ITHRX vs. VFINX commentary
Sep 18, 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: 1.37T vs. ITHRX (6.26B). VFINX pays higher dividends than ITHRX: VFINX (1.07) 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 : 17.30 vs. ITHRX (3.51). VFINX return over 5 years is better than : 99.07 vs. ITHRX (22.84).
| 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 | 7.611 | 12.634 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.26B | 1.37T | 0% |
| Annual Yield % from dividends | 0.02 | 1.07 | 2% |
| Returns for 1 year | 3.51 | 17.30 | 20% |
| Returns for 3 years | 37.78 | 70.58 | 54% |
| Returns for 5 years | 22.84 | 99.07 | 23% |
| Returns for 10 years | 37.73 | 239.01 | 16% |
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