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ITHVX vs VFINX
ITHVX vs VFINX Comparison
Open Charts ITHVX vs VFINX
Hartford Capital Appreciation R6
Price$49.38
Change+$0.85 (+1.75%)
VolumeN/A
Net Assets5.36B
Vanguard 500 Index Investor
Price$495.11
Change+$8.81 (+1.81%)
VolumeN/A
Net Assets1.32T
ITHVX vs VFINX Comparison Chart
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ITHVX vs. VFINX commentary
Apr 12, 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: 1.32T vs. ITHVX (5.36B). VFINX pays higher dividends than ITHVX: VFINX (1.24) vs ITHVX (0.66). ITHVX was incepted earlier than VFINX: ITHVX (10 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 : 1.37 vs. ITHVX (-7.57). VFINX return over 5 years is better than : 88.91 vs. ITHVX (30.81).
| ITHVX | VFINX | ITHVX / VFINX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.70 | 0.14 | 500% |
| Fund Existence | 10 years | 49 years | - |
| Gain YTD | -12.195 | -10.404 | 117% |
| 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 | 0.66 | 1.24 | 53% |
| Returns for 1 year | -7.57 | 1.37 | -554% |
| Returns for 3 years | 1.44 | 19.88 | 7% |
| Returns for 5 years | 30.81 | 88.91 | 35% |
| Returns for 10 years | 16.44 | 151.78 | 11% |
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