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ITHVX vs VFIAX
ITHVX vs VFIAX Comparison
Open Charts ITHVX vs VFIAX
Hartford Capital Appreciation R6
Price$59.11
Change+$0.14 (+0.24%)
VolumeN/A
Net Assets6.25B
Vanguard 500 Index Admiral
Price$639.70
Change+$2.05 (+0.32%)
VolumeN/A
Net Assets1.48T
ITHVX vs VFIAX Comparison Chart in %
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ITHVX vs. VFIAX commentary
Dec 27, 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 ITHVX is a Buy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. ITHVX (6.25B). VFIAX pays higher dividends than ITHVX: VFIAX (1.11) vs ITHVX (0.56). ITHVX was incepted earlier than VFIAX: ITHVX (11 years) vs VFIAX (25 years). ITHVX (0.70) is less costly to investors than VFIAX (0.04). ITHVX is a more actively managed with annual turnover of: 85.00 vs. VFIAX (2.00). ITHVX has a lower initial minimum investment than VFIAX: ITHVX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 14.84 vs. ITHVX (4.49). VFIAX return over 5 years is better than : 87.51 vs. ITHVX (15.86).
| ITHVX | VFIAX | ITHVX / VFIAX | |
| Total Expense Ratio | 0.70 | 0.04 | 1,750% |
| Annual Report Gross Expense Ratio | 0.70 | 0.04 | 1,750% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 6.948 | 17.903 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.25B | 1.48T | 0% |
| Annual Yield % from dividends | 0.56 | 1.11 | 51% |
| Returns for 1 year | 4.49 | 14.84 | 30% |
| Returns for 3 years | 43.61 | 80.67 | 54% |
| Returns for 5 years | 15.86 | 87.51 | 18% |
| Returns for 10 years | 57.46 | 237.23 | 24% |
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