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HILVX vs VTSMX
HILVX vs VTSMX Comparison
Open Charts HILVX vs VTSMX
Harbor Large Cap Value I
Price$20.59
Change-$2.83 (-12.08%)
VolumeN/A
Net Assets1.14B
Vanguard Total Stock Mkt Idx I
Price$165.41
Change+$4.46 (+2.77%)
VolumeN/A
Net Assets2.06T
HILVX vs VTSMX Comparison Chart in %
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HILVX vs. VTSMX commentary
Feb 05, 2026
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 HILVX is a Hold and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. HILVX (1.14B). HILVX pays higher dividends than VTSMX: HILVX (1.06) vs VTSMX (1.00). HILVX was incepted earlier than VTSMX: HILVX (23 years) vs VTSMX (34 years). HILVX (1.07) is less costly to investors than VTSMX (0.14). HILVX is a more actively managed with annual turnover of: 10.00 vs. VTSMX (2.00). HILVX has a lower initial minimum investment than VTSMX: HILVX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 14.79 vs. HILVX (-7.16). VTSMX return over 5 years is better than : 68.19 vs. HILVX (4.75).
| HILVX | VTSMX | HILVX / VTSMX | |
| Total Expense Ratio | 1.04 | 0.14 | 743% |
| Annual Report Gross Expense Ratio | 1.07 | 0.14 | 764% |
| Fund Existence | 23 years | 34 years | - |
| Gain YTD | 3.415 | 1.373 | 249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 2.06T | 0% |
| Annual Yield % from dividends | 1.06 | 1.00 | 105% |
| Returns for 1 year | -7.16 | 14.79 | -48% |
| Returns for 3 years | 4.36 | 63.99 | 7% |
| Returns for 5 years | 4.75 | 68.19 | 7% |
| Returns for 10 years | 103.25 | 270.18 | 38% |
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