HNLVX
Price
$22.89
Change
+$0.10 (+0.44%)
Updated
Jul 3 closing price
Net Assets
1.38B
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
Interact to see
Advertisement

HNLVX vs VTSMX

Header iconHNLVX vs VTSMX Comparison
Open Charts HNLVX vs VTSMXBanner chart's image
Harbor Large Cap Value Retirement
Price$22.89
Change+$0.10 (+0.44%)
VolumeN/A
Net Assets1.38B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
HNLVX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
HNLVX vs. VTSMX 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 VTSMX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. HNLVX (1.38B). HNLVX pays higher dividends than VTSMX: HNLVX (1.37) vs VTSMX (1.12). HNLVX was incepted earlier than VTSMX: HNLVX (9 years) vs VTSMX (33 years). HNLVX (0.64) is less costly to investors than VTSMX (0.14). HNLVX is a more actively managed with annual turnover of: 11.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than HNLVX: VTSMX (3000) vs HNLVX (1000000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. HNLVX (2.81). VTSMX return over 5 years is better than : 95.59 vs. HNLVX (49.30).
HNLVXVTSMXHNLVX / VTSMX
Total Expense Ratio0.610.14436%
Annual Report Gross Expense Ratio0.640.14457%
Fund Existence9 years33 years-
Gain YTD7.4776.421116%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets1.38B1.82T0%
Annual Yield % from dividends1.371.12123%
Returns for 1 year2.8113.8920%
Returns for 3 years24.9062.0840%
Returns for 5 years49.3095.5952%
Returns for 10 yearsN/A198.05-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
HDRSF0.07N/A
+0.58%
Highland Copper Company Inc.
CGMBF0.46N/A
N/A
China Minsheng Banking Corp., Ltd.
MIZUF18.10N/A
N/A
Mizuno Corp
ROVMD0.14N/A
N/A
Rover Critical Minerals Corp
SPSAF221.00N/A
N/A
SOPRA SA