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ITHTX vs VFINX
ITHTX vs VFINX Comparison
Open Charts ITHTX vs VFINX
Hartford Capital Appreciation R5
Price$55.31
Change-$1.03 (-1.83%)
VolumeN/A
Net Assets6.24B
Vanguard 500 Index Investor
Price$555.87
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
ITHTX vs VFINX Comparison Chart
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ITHTX vs. VFINX 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 VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. ITHTX (6.24B). VFINX pays higher dividends than ITHTX: VFINX (1.24) vs ITHTX (0.53). ITHTX was incepted earlier than VFINX: ITHTX (18 years) vs VFINX (49 years). ITHTX is a more actively managed with annual turnover of: 62.00 vs. VFINX (2.00). ITHTX (0) and VFINX (0) have matching initial minimum investment requirements. VFINX annual gain was more profitable for investors over the last year : 20.32 vs. ITHTX (8.99). VFINX return over 5 years is better than : 83.30 vs. ITHTX (23.22).
| ITHTX | VFINX | ITHTX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 49 years | - |
| Gain YTD | 2.829 | 4.174 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.24B | 1.41T | 0% |
| Annual Yield % from dividends | 0.53 | 1.24 | 43% |
| Returns for 1 year | 8.99 | 20.32 | 44% |
| Returns for 3 years | 20.17 | 42.20 | 48% |
| Returns for 5 years | 23.22 | 83.30 | 28% |
| Returns for 10 years | 36.60 | 189.33 | 19% |