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ITHVX vs VFINX
ITHVX vs VFINX Comparison
Open Charts ITHVX vs VFINX
Hartford Capital Appreciation R6
Price$57.15
Change-$0.05 (-0.09%)
VolumeN/A
Net Assets6.09B
Vanguard 500 Index Investor
Price$581.43
Change-$0.02 (-0.00%)
VolumeN/A
Net Assets1.49T
ITHVX vs VFINX Comparison Chart in %
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ITHVX vs. VFINX commentary
Jul 21, 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: 1.49T vs. ITHVX (6.09B). VFINX pays higher dividends than ITHVX: VFINX (1.12) vs ITHVX (0.61). 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 : 13.64 vs. ITHVX (2.21). VFINX return over 5 years is better than : 95.45 vs. ITHVX (30.09).
| 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 | 3.401 | 7.131 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.09B | 1.49T | 0% |
| Annual Yield % from dividends | 0.61 | 1.12 | 55% |
| Returns for 1 year | 2.21 | 13.64 | 16% |
| Returns for 3 years | 34.21 | 60.09 | 57% |
| Returns for 5 years | 30.09 | 95.45 | 32% |
| Returns for 10 years | 35.64 | 197.56 | 18% |
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