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ITHTX vs VFINX
ITHTX vs VFINX Comparison
Open Charts ITHTX vs VFINX
Hartford Capital Appreciation R5
Price$48.20
Change-$0.12 (-0.25%)
VolumeN/A
Net Assets5.36B
Vanguard 500 Index Investor
Price$487.72
Change+$0.65 (+0.13%)
VolumeN/A
Net Assets1.32T
ITHTX vs VFINX Comparison Chart
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ITHTX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.32T vs. ITHTX (5.36B). VFINX pays higher dividends than ITHTX: VFINX (1.24) vs ITHTX (0.56). ITHTX was incepted earlier than VFINX: ITHTX (18 years) vs VFINX (49 years). ITHTX (0.81) 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 : 5.09 vs. ITHTX (-4.41). VFINX return over 5 years is better than : 83.59 vs. ITHTX (26.90).
| ITHTX | VFINX | ITHTX / VFINX | |
| Total Expense Ratio | 0.81 | 0.14 | 579% |
| Annual Report Gross Expense Ratio | 0.81 | 0.14 | 579% |
| Fund Existence | 18 years | 49 years | - |
| Gain YTD | -11.809 | -10.262 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.36B | 1.32T | 0% |
| Annual Yield % from dividends | 0.56 | 1.24 | 45% |
| Returns for 1 year | -4.41 | 5.09 | -87% |
| Returns for 3 years | 1.72 | 20.21 | 9% |
| Returns for 5 years | 26.90 | 83.59 | 32% |
| Returns for 10 years | 15.10 | 151.62 | 10% |
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