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ITHTX vs VFIAX
ITHTX vs VFIAX Comparison
Open Charts ITHTX vs VFIAX
Hartford Capital Appreciation R5
Price$54.58
Change-$0.95 (-1.71%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$500.19
Change-$8.72 (-1.71%)
VolumeN/A
CapitalizationN/A
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ITHTX vs VFIAX Comparison Chart
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ITHTX vs. VFIAX commentary
Sep 08, 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 ITHTX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.24T vs. ITHTX (6.04B). VFIAX pays higher dividends than ITHTX: VFIAX (1.32) vs ITHTX (0.53). ITHTX was incepted earlier than VFIAX: ITHTX (18 years) vs VFIAX (24 years). ITHTX is a more actively managed with annual turnover of: 62.00 vs. VFIAX (2.00). ITHTX has a lower initial minimum investment than VFIAX: ITHTX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 23.25 vs. ITHTX (20.97). VFIAX return over 5 years is better than : 84.65 vs. ITHTX (27.85).
| ITHTX | VFIAX | ITHTX / 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 | 13.211 | 15.697 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.04B | 1.24T | 0% |
| Annual Yield % from dividends | 0.53 | 1.32 | 40% |
| Returns for 1 year | 20.97 | 23.25 | 90% |
| Returns for 3 years | -5.10 | 21.35 | -24% |
| Returns for 5 years | 27.85 | 84.65 | 33% |
| Returns for 10 years | 5.88 | 177.70 | 3% |
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