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ITHSX vs VFIAX
ITHSX vs VFIAX Comparison
Open Charts ITHSX vs VFIAX
Hartford Capital Appreciation R4
Price$47.85
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets5.49B
Vanguard 500 Index Admiral
Price$498.15
Change-$0.82 (-0.16%)
VolumeN/A
Net Assets1.32T
ITHSX vs VFIAX Comparison Chart
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ITHSX vs. VFIAX commentary
Apr 16, 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 ITHSX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. ITHSX (5.49B). VFIAX pays higher dividends than ITHSX: VFIAX (1.35) vs ITHSX (0.18). ITHSX was incepted earlier than VFIAX: ITHSX (18 years) vs VFIAX (24 years). ITHSX (1.10) is less costly to investors than VFIAX (0.04). ITHSX is a more actively managed with annual turnover of: 85.00 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 : 6.83 vs. ITHSX (-3.49). VFIAX return over 5 years is better than : 93.15 vs. ITHSX (30.60).
| ITHSX | VFIAX | ITHSX / VFIAX | |
| Total Expense Ratio | 1.10 | 0.04 | 2,750% |
| Annual Report Gross Expense Ratio | 1.10 | 0.04 | 2,750% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | -10.099 | -8.055 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.49B | 1.32T | 0% |
| Annual Yield % from dividends | 0.18 | 1.35 | 14% |
| Returns for 1 year | -3.49 | 6.83 | -51% |
| Returns for 3 years | 1.98 | 23.14 | 9% |
| Returns for 5 years | 30.60 | 93.15 | 33% |
| Returns for 10 years | 13.77 | 160.16 | 9% |
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