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ITHRX vs VFINX
ITHRX vs VFINX Comparison
Open Charts ITHRX vs VFINX
Hartford Capital Appreciation R3
Price$52.50
Change-$0.67 (-1.26%)
VolumeN/A
Net Assets5.94B
Vanguard 500 Index Investor
Price$631.59
Change-$6.77 (-1.06%)
VolumeN/A
Net Assets1.48T
ITHRX vs VFINX Comparison Chart in %
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ITHRX vs. VFINX commentary
Dec 13, 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 ITHRX is a Hold and VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. ITHRX (5.94B). VFINX pays higher dividends than ITHRX: VFINX (1.02) vs ITHRX (0.02). ITHRX was incepted earlier than VFINX: ITHRX (19 years) vs VFINX (49 years). ITHRX (1.42) is less costly to investors than VFINX (0.14). ITHRX is a more actively managed with annual turnover of: 85.00 vs. VFINX (2.00). ITHRX (0) and VFINX (0) have matching initial minimum investment requirements. VFINX annual gain was more profitable for investors over the last year : 13.47 vs. ITHRX (2.19). VFINX return over 5 years is better than : 88.48 vs. ITHRX (11.97).
| ITHRX | VFINX | ITHRX / VFINX | |
| Total Expense Ratio | 1.42 | 0.14 | 1,014% |
| Annual Report Gross Expense Ratio | 1.42 | 0.14 | 1,014% |
| Fund Existence | 19 years | 49 years | - |
| Gain YTD | 5.937 | 17.635 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.94B | 1.48T | 0% |
| Annual Yield % from dividends | 0.02 | 1.02 | 2% |
| Returns for 1 year | 2.19 | 13.47 | 16% |
| Returns for 3 years | 34.98 | 72.99 | 48% |
| Returns for 5 years | 11.97 | 88.48 | 14% |
| Returns for 10 years | 45.67 | 241.23 | 19% |
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