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ITHTX vs VFIAX
ITHTX vs VFIAX Comparison
Open Charts ITHTX vs VFIAX
Hartford Capital Appreciation R5
Price$48.20
Change-$0.12 (-0.25%)
VolumeN/A
Net Assets5.36B
Vanguard 500 Index Admiral
Price$487.66
Change+$0.66 (+0.14%)
VolumeN/A
Net Assets1.32T
ITHTX vs VFIAX Comparison Chart
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ITHTX vs. VFIAX commentary
Apr 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 ITHTX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. ITHTX (5.36B). VFIAX pays higher dividends than ITHTX: VFIAX (1.35) vs ITHTX (0.56). ITHTX was incepted earlier than VFIAX: ITHTX (18 years) vs VFIAX (24 years). ITHTX (0.81) is less costly to investors than VFIAX (0.04). ITHTX is a more actively managed with annual turnover of: 85.00 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 : 5.09 vs. ITHTX (-4.41). VFIAX return over 5 years is better than : 83.58 vs. ITHTX (26.90).
| ITHTX | VFIAX | ITHTX / VFIAX | |
| Total Expense Ratio | 0.81 | 0.04 | 2,025% |
| Annual Report Gross Expense Ratio | 0.81 | 0.04 | 2,025% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | -11.809 | -10.261 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.36B | 1.32T | 0% |
| Annual Yield % from dividends | 0.56 | 1.35 | 42% |
| Returns for 1 year | -4.41 | 5.09 | -87% |
| Returns for 3 years | 1.72 | 20.21 | 9% |
| Returns for 5 years | 26.90 | 83.58 | 32% |
| Returns for 10 years | 15.10 | 151.59 | 10% |
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