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ITHAX vs VFINX
ITHAX vs VFINX Comparison
Open Charts ITHAX vs VFINX
Hartford Capital Appreciation A
Price$46.09
Change-$0.76 (-1.62%)
VolumeN/A
Net Assets6.25B
Vanguard 500 Index Investor
Price$622.49
Change-$10.47 (-1.65%)
VolumeN/A
Net Assets1.46T
ITHAX vs VFINX Comparison Chart in %
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ITHAX vs. VFINX commentary
Nov 14, 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 ITHAX is a Buy and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.46T vs. ITHAX (6.25B). VFINX pays higher dividends than ITHAX: VFINX (1.02) vs ITHAX (0.45). ITHAX was incepted earlier than VFINX: ITHAX (29 years) vs VFINX (49 years). ITHAX (1.05) is less costly to investors than VFINX (0.14). ITHAX is a more actively managed with annual turnover of: 85.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than ITHAX: VFINX (0) vs ITHAX (2000). VFINX annual gain was more profitable for investors over the last year : 14.54 vs. ITHAX (-1.78). VFINX return over 5 years is better than : 91.22 vs. ITHAX (12.28).
| ITHAX | VFINX | ITHAX / VFINX | |
| Total Expense Ratio | 1.05 | 0.14 | 750% |
| Annual Report Gross Expense Ratio | 1.05 | 0.14 | 750% |
| Fund Existence | 29 years | 49 years | - |
| Gain YTD | 9.925 | 16.640 | 60% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.25B | 1.46T | 0% |
| Annual Yield % from dividends | 0.45 | 1.02 | 44% |
| Returns for 1 year | -1.78 | 14.54 | -12% |
| Returns for 3 years | 33.48 | 71.72 | 47% |
| Returns for 5 years | 12.28 | 91.22 | 13% |
| Returns for 10 years | 30.37 | 238.83 | 13% |
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