Interact to see
Advertisement
Advertisement
HNLVX vs VTSMX
HNLVX vs VTSMX Comparison
Open Charts HNLVX vs VTSMX
Harbor Large Cap Value Retirement
Price$23.16
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets1.39B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
HNLVX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HNLVX vs. VTSMX commentary
Jul 28, 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: 1.91T vs. HNLVX (1.39B). 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 : 17.75 vs. HNLVX (0.99). VTSMX return over 5 years is better than : 93.51 vs. HNLVX (46.57).
| 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 | 8.745 | 8.287 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 1.91T | 0% |
| Annual Yield % from dividends | 1.37 | 1.12 | 123% |
| Returns for 1 year | 0.99 | 17.75 | 6% |
| Returns for 3 years | 22.13 | 60.60 | 37% |
| Returns for 5 years | 46.57 | 93.51 | 50% |
| Returns for 10 years | N/A | 200.97 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement