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ITHVX vs VFINX
ITHVX vs VFINX Comparison
Open Charts ITHVX vs VFINX
Hartford Capital Appreciation R6
Price$54.86
Change+$0.50 (+0.92%)
VolumeN/A
Net Assets5.87B
Vanguard 500 Index Investor
Price$554.96
Change+$5.71 (+1.04%)
VolumeN/A
Net Assets1.43T
ITHVX vs VFINX Comparison Chart
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ITHVX vs. VFINX commentary
Jun 07, 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 Buy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.43T vs. ITHVX (5.87B). VFINX pays higher dividends than ITHVX: VFINX (1.18) vs ITHVX (0.64). ITHVX was incepted earlier than VFINX: ITHVX (11 years) vs VFINX (49 years). ITHVX (0.70) is less costly to investors than VFINX (0.14). ITHVX is a more actively managed with annual turnover of: 85.00 vs. VFINX (2.00). ITHVX (0) and VFINX (0) have matching initial minimum investment requirements. VFINX annual gain was more profitable for investors over the last year : 10.99 vs. ITHVX (0.07). VFINX return over 5 years is better than : 85.82 vs. ITHVX (24.29).
| ITHVX | VFINX | ITHVX / VFINX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.70 | 0.14 | 500% |
| Fund Existence | 11 years | 49 years | - |
| Gain YTD | -1.646 | 1.194 | -138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.87B | 1.43T | 0% |
| Annual Yield % from dividends | 0.64 | 1.18 | 54% |
| Returns for 1 year | 0.07 | 10.99 | 1% |
| Returns for 3 years | 20.34 | 42.76 | 48% |
| Returns for 5 years | 24.29 | 85.82 | 28% |
| Returns for 10 years | 30.46 | 185.63 | 16% |
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