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ITHTX vs VFIAX
ITHTX vs VFIAX Comparison
Open Charts ITHTX vs VFIAX
Hartford Capital Appreciation R5
Price$55.31
Change-$1.03 (-1.83%)
VolumeN/A
Net Assets6.24B
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
ITHTX vs VFIAX Comparison Chart
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ITHTX vs. VFIAX commentary
Feb 23, 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 Hold and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. ITHTX (6.24B). 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 : 18.28 vs. ITHTX (8.99). VFIAX return over 5 years is better than : 80.17 vs. ITHTX (23.22).
| 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 | 2.829 | 2.414 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.24B | 1.41T | 0% |
| Annual Yield % from dividends | 0.53 | 1.32 | 40% |
| Returns for 1 year | 8.99 | 18.28 | 49% |
| Returns for 3 years | 20.17 | 39.78 | 51% |
| Returns for 5 years | 23.22 | 80.17 | 29% |
| Returns for 10 years | 36.60 | 184.37 | 20% |
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