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HILVX vs VTSMX
HILVX vs VTSMX Comparison
Open Charts HILVX vs VTSMX
Harbor Large Cap Value I
Price$23.23
Change+$0.11 (+0.48%)
VolumeN/A
Net Assets1.38B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
HILVX vs VTSMX Comparison Chart in %
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HILVX vs. VTSMX commentary
Jul 06, 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. HILVX (1.38B). VTSMX pays higher dividends than HILVX: VTSMX (1.12) vs HILVX (0.92). 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 : 13.89 vs. HILVX (2.45). VTSMX return over 5 years is better than : 95.59 vs. HILVX (47.38).
| 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 | 7.276 | 6.421 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 1.82T | 0% |
| Annual Yield % from dividends | 0.92 | 1.12 | 83% |
| Returns for 1 year | 2.45 | 13.89 | 18% |
| Returns for 3 years | 23.74 | 62.08 | 38% |
| Returns for 5 years | 47.38 | 95.59 | 50% |
| Returns for 10 years | 96.01 | 198.05 | 48% |
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