HTD
Price
$24.93
Change
+$0.09 (+0.36%)
Updated
Oct 17 closing price
Net Assets
932.57M
ZTR
Price
$6.56
Change
-$0.03 (-0.46%)
Updated
Oct 17 closing price
Net Assets
401.62M
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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$24.93
Change+$0.09 (+0.36%)
Volume$131.54K
Net Assets932.57M
Virtus Total Return Fund
Price$6.56
Change-$0.03 (-0.46%)
Volume$177.88K
Net Assets401.62M
HTD vs ZTR Comparison Chart in %
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
Oct 18, 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 Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
HTD has more net assets: 933M vs. ZTR (402M). ZTR has a higher annual dividend yield than HTD: ZTR (21.616) vs HTD (20.539). HTD was incepted earlier than ZTR: HTD (22 years) vs ZTR (21 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 YTD20.53921.61695%
Net Assets933M402M232%
Total Expense Ratio1.961.60122%
Turnover21.0059.0036%
Yield4.650.381,236%
Fund Existence22 years21 years-
TECHNICAL ANALYSIS
Technical Analysis
HTDZTR
RSI
ODDS (%)
Bearish Trend 2 days ago
73%
Bearish Trend 2 days ago
79%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
72%
Bearish Trend 2 days ago
74%
Momentum
ODDS (%)
Bullish Trend 2 days ago
88%
Bullish Trend 3 days ago
85%
MACD
ODDS (%)
Bullish Trend 2 days ago
89%
Bullish Trend 2 days ago
84%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
86%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
84%
Advances
ODDS (%)
Bullish Trend 4 days ago
90%
Bullish Trend 4 days ago
88%
Declines
ODDS (%)
Bearish Trend 9 days ago
78%
Bearish Trend 9 days ago
81%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
76%
Bearish Trend 2 days ago
80%
Aroon
ODDS (%)
Bullish Trend 2 days ago
89%
Bullish Trend 2 days ago
82%
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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 KMI have been poorly correlated (+18% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that HTD and KMI's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HTD
1D Price
Change %
HTD100%
+0.36%
KMI - HTD
18%
Poorly correlated
+0.62%
AEP - HTD
7%
Poorly correlated
N/A
DUK - HTD
6%
Poorly correlated
+0.89%
ETR - HTD
5%
Poorly correlated
-0.19%
T - HTD
3%
Poorly correlated
+0.53%
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ZTR and

Correlation & Price change

A.I.dvisor tells us that ZTR and AMT have been poorly correlated (+9% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that ZTR and AMT's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ZTR
1D Price
Change %
ZTR100%
-0.46%
AMT - ZTR
9%
Poorly correlated
-0.09%
CCI - ZTR
8%
Poorly correlated
-0.59%
AEP - ZTR
6%
Poorly correlated
N/A
NEE - ZTR
4%
Poorly correlated
-0.61%
LNG - ZTR
3%
Poorly correlated
-0.50%
More