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HNLVX vs VTSMX
HNLVX vs VTSMX Comparison
Open Charts HNLVX vs VTSMX
Harbor Large Cap Value Retirement
Price$23.58
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets1.38B
Vanguard Total Stock Mkt Idx I
Price$155.90
Change+$0.40 (+0.26%)
VolumeN/A
Net Assets1.95T
HNLVX vs VTSMX Comparison Chart in %
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HNLVX vs. VTSMX commentary
Sep 10, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. HNLVX (1.38B). HNLVX pays higher dividends than VTSMX: HNLVX (1.31) vs VTSMX (1.07). HNLVX was incepted earlier than VTSMX: HNLVX (10 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 : 20.39 vs. HNLVX (3.62). VTSMX return over 5 years is better than : 87.04 vs. HNLVX (43.90).
| HNLVX | VTSMX | HNLVX / VTSMX | |
| Total Expense Ratio | 0.61 | 0.14 | 436% |
| Annual Report Gross Expense Ratio | 0.64 | 0.14 | 457% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 10.717 | 10.614 | 101% |
| 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 | 1.95T | 0% |
| Annual Yield % from dividends | 1.31 | 1.07 | 122% |
| Returns for 1 year | 3.62 | 20.39 | 18% |
| Returns for 3 years | 21.49 | 57.19 | 38% |
| Returns for 5 years | 43.90 | 87.04 | 50% |
| Returns for 10 years | N/A | 226.23 | - |
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