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ITHVX vs VFIAX
ITHVX vs VFIAX Comparison
Open Charts ITHVX vs VFIAX
Hartford Capital Appreciation R6
Price$56.22
Change+$0.42 (+0.75%)
VolumeN/A
Net Assets6.36B
Vanguard 500 Index Admiral
Price$553.67
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
ITHVX vs VFIAX Comparison Chart
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ITHVX vs. VFIAX commentary
Jan 19, 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 ITHVX is a StrongBuy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. ITHVX (6.36B). 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 : 25.54 vs. ITHVX (14.48). VFIAX return over 5 years is better than : 80.23 vs. ITHVX (24.00).
| 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 | 1.719 | 2.010 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.36B | 1.35T | 0% |
| Annual Yield % from dividends | 0.63 | 1.32 | 47% |
| Returns for 1 year | 14.48 | 25.54 | 57% |
| Returns for 3 years | 13.18 | 31.13 | 42% |
| Returns for 5 years | 24.00 | 80.23 | 30% |
| Returns for 10 years | 44.82 | 196.98 | 23% |