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HILVX vs VTSMX
HILVX vs VTSMX Comparison
Open Charts HILVX vs VTSMX
Harbor Large Cap Value I
Price$22.24
Change-$0.38 (-1.68%)
VolumeN/A
Net Assets1.36B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
HILVX vs VTSMX Comparison Chart
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HILVX vs. VTSMX commentary
Jun 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 HILVX is a Hold and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. HILVX (1.36B). VTSMX pays higher dividends than HILVX: VTSMX (1.18) vs HILVX (0.91). HILVX was incepted earlier than VTSMX: HILVX (23 years) vs VTSMX (33 years). HILVX (1.07) is less costly to investors than VTSMX (0.14). HILVX is a more actively managed with annual turnover of: 11.00 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 : 10.06 vs. HILVX (-2.13). VTSMX return over 5 years is better than : 91.36 vs. HILVX (42.92).
| 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 | 33 years | - |
| Gain YTD | 2.487 | 1.349 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 1.82T | 0% |
| Annual Yield % from dividends | 0.91 | 1.18 | 77% |
| Returns for 1 year | -2.13 | 10.06 | -21% |
| Returns for 3 years | 18.90 | 57.59 | 33% |
| Returns for 5 years | 42.92 | 91.36 | 47% |
| Returns for 10 years | 83.98 | 178.92 | 47% |
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