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HRLVX vs VTSMX
HRLVX vs VTSMX Comparison
Open Charts HRLVX vs VTSMX
Harbor Large Cap Value Admin
Price$22.94
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
HRLVX vs VTSMX Comparison Chart in %
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HRLVX 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 HRLVX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. HRLVX (1.38B). VTSMX pays higher dividends than HRLVX: VTSMX (1.12) vs HRLVX (1.05). HRLVX was incepted earlier than VTSMX: HRLVX (23 years) vs VTSMX (33 years). HRLVX (0.97) is less costly to investors than VTSMX (0.14). HRLVX is a more actively managed with annual turnover of: 11.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than HRLVX: VTSMX (3000) vs HRLVX (50000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. HRLVX (2.47). VTSMX return over 5 years is better than : 95.59 vs. HRLVX (47.51).
| HRLVX | VTSMX | HRLVX / VTSMX | |
| Total Expense Ratio | 0.94 | 0.14 | 671% |
| Annual Report Gross Expense Ratio | 0.97 | 0.14 | 693% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 7.288 | 6.421 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 1.82T | 0% |
| Annual Yield % from dividends | 1.05 | 1.12 | 94% |
| Returns for 1 year | 2.47 | 13.89 | 18% |
| Returns for 3 years | 23.84 | 62.08 | 38% |
| Returns for 5 years | 47.51 | 95.59 | 50% |
| Returns for 10 years | 95.96 | 198.05 | 48% |