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HNLVX vs VTSAX
HNLVX vs VTSAX Comparison
Open Charts HNLVX vs VTSAX
Harbor Large Cap Value Retirement
Price$22.89
Change+$0.10 (+0.44%)
VolumeN/A
Net Assets1.38B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
HNLVX vs VTSAX Comparison Chart in %
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HNLVX vs. VTSAX commentary
Jul 07, 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 StrongBuy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. HNLVX (1.38B). HNLVX pays higher dividends than VTSAX: HNLVX (1.37) vs VTSAX (1.21). HNLVX was incepted earlier than VTSAX: HNLVX (9 years) vs VTSAX (25 years). HNLVX (0.64) is less costly to investors than VTSAX (0.04). HNLVX is a more actively managed with annual turnover of: 11.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than HNLVX: VTSAX (3000) vs HNLVX (1000000). VTSAX annual gain was more profitable for investors over the last year : 13.89 vs. HNLVX (2.81). VTSAX return over 5 years is better than : 95.62 vs. HNLVX (49.30).
| HNLVX | VTSAX | HNLVX / VTSAX | |
| Total Expense Ratio | 0.61 | 0.04 | 1,525% |
| Annual Report Gross Expense Ratio | 0.64 | 0.04 | 1,600% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 7.477 | 6.416 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 1.82T | 0% |
| Annual Yield % from dividends | 1.37 | 1.21 | 113% |
| Returns for 1 year | 2.81 | 13.89 | 20% |
| Returns for 3 years | 24.90 | 62.12 | 40% |
| Returns for 5 years | 49.30 | 95.62 | 52% |
| Returns for 10 years | N/A | 198.69 | - |
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