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HNLVX vs VSMPX
HNLVX vs VSMPX Comparison
Open Charts HNLVX vs VSMPX
Harbor Large Cap Value Retirement
Price$21.93
Change-$0.38 (-1.70%)
VolumeN/A
Net Assets1.34B
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
HNLVX vs VSMPX Comparison Chart
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HNLVX vs. VSMPX commentary
Jun 16, 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 HNLVX is a Hold and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. HNLVX (1.34B). HNLVX pays higher dividends than VSMPX: HNLVX (1.37) vs VSMPX (1.29). HNLVX was incepted earlier than VSMPX: HNLVX (9 years) vs VSMPX (10 years). HNLVX (0.64) is less costly to investors than VSMPX (0.02). HNLVX is a more actively managed with annual turnover of: 11.00 vs. VSMPX (2.00). HNLVX has a lower initial minimum investment than VSMPX: HNLVX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 10.08 vs. HNLVX (-1.79). VSMPX return over 5 years is better than : 91.46 vs. HNLVX (44.29).
| HNLVX | VSMPX | HNLVX / VSMPX | |
| Total Expense Ratio | 0.61 | 0.02 | 3,050% |
| Annual Report Gross Expense Ratio | 0.64 | 0.02 | 3,200% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 2.640 | 1.374 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 1.82T | 0% |
| Annual Yield % from dividends | 1.37 | 1.29 | 106% |
| Returns for 1 year | -1.79 | 10.08 | -18% |
| Returns for 3 years | 19.66 | 57.66 | 34% |
| Returns for 5 years | 44.29 | 91.46 | 48% |
| Returns for 10 years | N/A | 170.67 | - |
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