HTD
Price
$24.19
Change
+$0.24 (+1.00%)
Updated
Jul 25 closing price
Net Assets
910.24M
ZTR
Price
$6.21
Change
-$0.01 (-0.16%)
Updated
Jul 25 closing price
Net Assets
391.06M
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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$24.19
Change+$0.24 (+1.00%)
Volume$62.34K
Net Assets910.24M
Virtus Total Return Fund
Price$6.21
Change-$0.01 (-0.16%)
Volume$97.35K
Net Assets391.06M
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
Jul 27, 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 Hold and ZTR is a StrongBuy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
HTD has more net assets: 910M vs. ZTR (391M). HTD has a higher annual dividend yield than ZTR: HTD (14.718) vs ZTR (12.445). 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 YTD14.71812.445118%
Net Assets910M391M233%
Total Expense Ratio1.961.60122%
Turnover21.0059.0036%
Yield4.730.212,267%
Fund Existence21 years20 years-
TECHNICAL ANALYSIS
Technical Analysis
HTDZTR
RSI
ODDS (%)
Bearish Trend 3 days ago
79%
Bearish Trend 3 days ago
74%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
69%
Bearish Trend 3 days ago
71%
Momentum
ODDS (%)
Bullish Trend 3 days ago
87%
Bullish Trend 3 days ago
90%
MACD
ODDS (%)
Bearish Trend 3 days ago
83%
Bullish Trend 3 days ago
90%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
89%
Bearish Trend 3 days ago
74%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
86%
Advances
ODDS (%)
Bullish Trend 6 days ago
90%
Bullish Trend 5 days ago
87%
Declines
ODDS (%)
Bearish Trend 4 days ago
81%
Bearish Trend 3 days ago
78%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
83%
Bearish Trend 3 days ago
80%
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%
+1.00%
FIG - HTD
14%
Poorly correlated
N/A

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
N/A