HTD
Price
$24.50
Change
+$0.03 (+0.12%)
Updated
Sep 5 closing price
Net Assets
914.14M
ZTR
Price
$6.24
Change
-$0.00 (-0.00%)
Updated
Sep 5 closing price
Net Assets
387.17M
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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$24.50
Change+$0.03 (+0.12%)
Volume$45.24K
Net Assets914.14M
Virtus Total Return Fund
Price$6.24
Change-$0.00 (-0.00%)
Volume$274.53K
Net Assets387.17M
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
Sep 08, 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 Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
HTD has more net assets: 914M vs. ZTR (387M). HTD has a higher annual dividend yield than ZTR: HTD (16.942) vs ZTR (13.892). 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 YTD16.94213.892122%
Net Assets914M387M236%
Total Expense Ratio1.961.60122%
Turnover21.0059.0036%
Yield4.570.212,222%
Fund Existence22 years21 years-
TECHNICAL ANALYSIS
Technical Analysis
HTDZTR
RSI
ODDS (%)
Bearish Trend 3 days ago
80%
Bearish Trend 3 days ago
72%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
69%
Bullish Trend 3 days ago
88%
Momentum
ODDS (%)
Bullish Trend 3 days ago
89%
Bearish Trend 3 days ago
70%
MACD
ODDS (%)
N/A
Bearish Trend 3 days ago
78%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
74%
Bearish Trend 3 days ago
72%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
86%
Advances
ODDS (%)
Bullish Trend 20 days ago
90%
Bullish Trend 11 days ago
88%
Declines
ODDS (%)
Bearish Trend 4 days ago
79%
Bearish Trend 4 days ago
77%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
73%
N/A
Aroon
ODDS (%)
Bullish Trend 3 days ago
89%
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%
+0.12%
FIG - HTD
14%
Poorly correlated
+0.55%

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%
N/A
FIG - ZTR
22%
Poorly correlated
+0.55%