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HRLVX vs VTSMX
HRLVX vs VTSMX Comparison
Open Charts HRLVX vs VTSMX
Harbor Large Cap Value Admin
Price$21.97
Change-$0.38 (-1.70%)
VolumeN/A
Net Assets1.34B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
HRLVX vs VTSMX Comparison Chart
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HRLVX vs. VTSMX commentary
Jun 15, 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 Hold and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. HRLVX (1.34B). VTSMX pays higher dividends than HRLVX: VTSMX (1.18) vs HRLVX (0.97). 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 : 10.06 vs. HRLVX (-2.11). VTSMX return over 5 years is better than : 91.36 vs. HRLVX (42.89).
| 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 | 2.504 | 1.349 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 1.82T | 0% |
| Annual Yield % from dividends | 0.97 | 1.18 | 82% |
| Returns for 1 year | -2.11 | 10.06 | -21% |
| Returns for 3 years | 18.95 | 57.59 | 33% |
| Returns for 5 years | 42.89 | 91.36 | 47% |
| Returns for 10 years | 84.09 | 178.92 | 47% |
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