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ITHTX vs VFINX
ITHTX vs VFINX Comparison
Open Charts ITHTX vs VFINX
Hartford Capital Appreciation R5
Price$58.66
Change+$0.77 (+1.33%)
VolumeN/A
Net Assets5.98B
Vanguard 500 Index Investor
Price$610.44
Change+$5.99 (+0.99%)
VolumeN/A
Net Assets1.46T
ITHTX vs VFINX Comparison Chart in %
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ITHTX vs. VFINX commentary
Nov 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 Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.46T vs. ITHTX (5.98B). VFINX pays higher dividends than ITHTX: VFINX (1.02) vs ITHTX (0.48). ITHTX was incepted earlier than VFINX: ITHTX (19 years) vs VFINX (49 years). ITHTX (0.80) is less costly to investors than VFINX (0.14). ITHTX is a more actively managed with annual turnover of: 85.00 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 : 9.96 vs. ITHTX (-3.33). VFINX return over 5 years is better than : 83.95 vs. ITHTX (16.05).
| ITHTX | VFINX | ITHTX / VFINX | |
| Total Expense Ratio | 0.80 | 0.14 | 571% |
| Annual Report Gross Expense Ratio | 0.80 | 0.14 | 571% |
| Fund Existence | 19 years | 49 years | - |
| Gain YTD | 5.658 | 11.386 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.98B | 1.46T | 0% |
| Annual Yield % from dividends | 0.48 | 1.02 | 47% |
| Returns for 1 year | -3.33 | 9.96 | -33% |
| Returns for 3 years | 32.82 | 63.41 | 52% |
| Returns for 5 years | 16.05 | 83.95 | 19% |
| Returns for 10 years | 40.62 | 213.09 | 19% |
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