HTD
Price
$24.35
Change
-$0.11 (-0.45%)
Updated
Aug 15 closing price
Net Assets
920.87M
ZTR
Price
$6.29
Change
+$0.01 (+0.16%)
Updated
Aug 15 closing price
Net Assets
391.62M
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HTD vs ZTR

Header iconHTD vs ZTR Comparison
Open Charts HTD vs ZTRBanner chart's image
John Hancock Tax-Advantaged Dividend Income Fund
Price$24.35
Change-$0.11 (-0.45%)
Volume$60.36K
Net Assets920.87M
Virtus Total Return Fund
Price$6.29
Change+$0.01 (+0.16%)
Volume$121.55K
Net Assets391.62M
HTD vs ZTR Comparison Chart in %
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HTD
Daily Signalchanged days ago
Gain/Loss if bought
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ZTR
Daily Signalchanged days ago
Gain/Loss if bought
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HTD vs. ZTR commentary
Aug 17, 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 HTD is a StrongBuy and ZTR is a StrongBuy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
HTD has more net assets: 921M vs. ZTR (392M). HTD has a higher annual dividend yield than ZTR: HTD (16.226) vs ZTR (14.805). HTD was incepted earlier than ZTR: HTD (21 years) vs ZTR (20 years). ZTR (1.60) has a lower expense ratio than HTD (1.96). ZTR has a higher turnover HTD (21.00) vs HTD (21.00).
HTDZTRHTD / ZTR
Gain YTD16.22614.805110%
Net Assets921M392M235%
Total Expense Ratio1.961.60122%
Turnover21.0059.0036%
Yield4.470.212,135%
Fund Existence21 years20 years-
TECHNICAL ANALYSIS
Technical Analysis
HTDZTR
RSI
ODDS (%)
Bearish Trend 3 days ago
77%
N/A
Stochastic
ODDS (%)
Bearish Trend 3 days ago
67%
Bearish Trend 3 days ago
74%
Momentum
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
90%
MACD
ODDS (%)
Bearish Trend 3 days ago
67%
Bullish Trend 3 days ago
90%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
76%
Bullish Trend 3 days ago
87%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
86%
Advances
ODDS (%)
Bullish Trend 5 days ago
90%
Bullish Trend 3 days ago
88%
Declines
ODDS (%)
Bearish Trend 3 days ago
80%
Bearish Trend 21 days ago
78%
BollingerBands
ODDS (%)
N/A
Bearish Trend 3 days ago
76%
Aroon
ODDS (%)
Bullish Trend 3 days ago
88%
Bullish Trend 3 days ago
84%
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HTD
Daily Signalchanged days ago
Gain/Loss if bought
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ZTR
Daily Signalchanged days ago
Gain/Loss if bought
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HTD and

Correlation & Price change

A.I.dvisor tells us that HTD and FIG have been poorly correlated (+14% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that HTD and FIG's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HTD
1D Price
Change %
HTD100%
-0.45%
FIG - HTD
14%
Poorly correlated
+4.08%

ZTR and

Correlation & Price change

A.I.dvisor tells us that ZTR and FIG have been poorly correlated (+22% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that ZTR and FIG's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ZTR
1D Price
Change %
ZTR100%
+0.16%
FIG - ZTR
22%
Poorly correlated
+4.08%