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HNLVX vs VTSMX
HNLVX vs VTSMX Comparison
Open Charts HNLVX vs VTSMX
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 %
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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.
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).
| HNLVX | VTSMX | HNLVX / VTSMX | |
| Total Expense Ratio | 0.61 | 0.14 | 436% |
| Annual Report Gross Expense Ratio | 0.64 | 0.14 | 457% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 7.477 | 6.421 | 116% |
| 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 | 1.12 | 123% |
| Returns for 1 year | 2.81 | 13.89 | 20% |
| Returns for 3 years | 24.90 | 62.08 | 40% |
| Returns for 5 years | 49.30 | 95.59 | 52% |
| Returns for 10 years | N/A | 198.05 | - |
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