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ITHVX vs VFIAX
ITHVX vs VFIAX Comparison
Open Charts ITHVX vs VFIAX
Hartford Capital Appreciation R6
Price$55.36
Change-$1.74 (-3.05%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$543.40
Change-$16.50 (-2.95%)
VolumeN/A
CapitalizationN/A
ITHVX vs VFIAX Comparison Chart
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ITHVX vs. VFIAX commentary
Dec 19, 2024
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 ITHVX is a StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. ITHVX (6.47B). VFIAX pays higher dividends than ITHVX: VFIAX (1.32) vs ITHVX (0.63). ITHVX was incepted earlier than VFIAX: ITHVX (10 years) vs VFIAX (24 years). ITHVX is a more actively managed with annual turnover of: 62.00 vs. VFIAX (2.00). ITHVX has a lower initial minimum investment than VFIAX: ITHVX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 27.64 vs. ITHVX (16.85). VFIAX return over 5 years is better than : 88.64 vs. ITHVX (29.94).
| ITHVX | VFIAX | ITHVX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 15.494 | 27.303 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.47B | 1.37T | 0% |
| Annual Yield % from dividends | 0.63 | 1.32 | 47% |
| Returns for 1 year | 16.85 | 27.64 | 61% |
| Returns for 3 years | 12.31 | 30.99 | 40% |
| Returns for 5 years | 29.94 | 88.64 | 34% |
| Returns for 10 years | 42.43 | 193.66 | 22% |
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