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ITHSX vs VFIAX
ITHSX vs VFIAX Comparison
Open Charts ITHSX vs VFIAX
Hartford Capital Appreciation R4
Price$53.11
Change-$1.67 (-3.05%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$543.40
Change-$16.50 (-2.95%)
VolumeN/A
CapitalizationN/A
ITHSX vs VFIAX Comparison Chart
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ITHSX vs. VFIAX commentary
Dec 19, 2024
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 ITHSX is a StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. ITHSX (6.47B). VFIAX pays higher dividends than ITHSX: VFIAX (1.32) vs ITHSX (0.30). ITHSX was incepted earlier than VFIAX: ITHSX (18 years) vs VFIAX (24 years). ITHSX is a more actively managed with annual turnover of: 62.00 vs. VFIAX (2.00). ITHSX has a lower initial minimum investment than VFIAX: ITHSX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 27.64 vs. ITHSX (16.04). VFIAX return over 5 years is better than : 88.64 vs. ITHSX (26.55).
| ITHSX | VFIAX | ITHSX / 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 | 14.698 | 27.303 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.47B | 1.37T | 0% |
| Annual Yield % from dividends | 0.30 | 1.32 | 23% |
| Returns for 1 year | 16.04 | 27.64 | 58% |
| Returns for 3 years | 10.46 | 30.99 | 34% |
| Returns for 5 years | 26.55 | 88.64 | 30% |
| Returns for 10 years | 35.19 | 193.66 | 18% |
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