HTD
Price
$23.63
Change
+$0.06 (+0.25%)
Updated
Dec 24 closing price
Net Assets
902.09M
Intraday BUY SELL Signals
ZTR
Price
$6.32
Change
+$0.04 (+0.64%)
Updated
Dec 24 closing price
Net Assets
352.95M
Intraday BUY SELL Signals
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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$23.63
Change+$0.06 (+0.25%)
Volume$31.8K
Net Assets902.09M
Virtus Total Return Fund
Price$6.32
Change+$0.04 (+0.64%)
Volume$131.09K
Net Assets352.95M
HTD vs ZTR Comparison Chart in %
HTD
Daily Signal:
Gain/Loss:
ZTR
Daily Signal:
Gain/Loss:
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VS
HTD vs. ZTR commentary
Dec 26, 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: 902M vs. ZTR (353M). ZTR has a higher annual dividend yield than HTD: ZTR (17.166) vs HTD (14.254). 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 YTD14.25417.16683%
Net Assets902M353M256%
Total Expense Ratio1.961.60122%
Turnover21.0059.0036%
Yield4.540.49930%
Fund Existence22 years21 years-
TECHNICAL ANALYSIS
Technical Analysis
HTDZTR
RSI
ODDS (%)
Bullish Trend 2 days ago
90%
N/A
Stochastic
ODDS (%)
Bullish Trend 2 days ago
89%
Bullish Trend 2 days ago
88%
Momentum
ODDS (%)
Bearish Trend 2 days ago
76%
Bullish Trend 2 days ago
86%
MACD
ODDS (%)
Bearish Trend 2 days ago
81%
Bullish Trend 2 days ago
90%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
89%
Bullish Trend 2 days ago
84%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
77%
Bearish Trend 2 days ago
76%
Advances
ODDS (%)
Bullish Trend 2 days ago
88%
Bullish Trend 8 days ago
87%
Declines
ODDS (%)
Bearish Trend 9 days ago
78%
Bearish Trend 17 days ago
81%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
90%
N/A
Aroon
ODDS (%)
Bearish Trend 2 days ago
84%
Bearish Trend 2 days ago
79%
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HTD
Daily Signal:
Gain/Loss:
ZTR
Daily Signal:
Gain/Loss:
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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%
+0.25%
KMI - HTD
18%
Poorly correlated
-0.33%
AEP - HTD
7%
Poorly correlated
+0.14%
DUK - HTD
6%
Poorly correlated
+0.59%
ETR - HTD
5%
Poorly correlated
+0.37%
T - HTD
3%
Poorly correlated
+0.82%
More

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%
+0.64%
AMT - ZTR
9%
Poorly correlated
+0.17%
CCI - ZTR
8%
Poorly correlated
+0.49%
AEP - ZTR
6%
Poorly correlated
+0.14%
NEE - ZTR
4%
Poorly correlated
+0.83%
LNG - ZTR
3%
Poorly correlated
-0.71%
More