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HRLVX vs VTSMX
HRLVX vs VTSMX Comparison
Open Charts HRLVX vs VTSMX
Harbor Large Cap Value Admin
Price$22.80
Change-$0.25 (-1.08%)
VolumeN/A
Net Assets1.33B
Vanguard Total Stock Mkt Idx I
Price$158.56
Change-$1.20 (-0.75%)
VolumeN/A
Net Assets2.02T
HRLVX vs VTSMX Comparison Chart in %
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HRLVX vs. VTSMX commentary
Oct 18, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. HRLVX (1.33B). HRLVX (1.09) and VTSMX (1.04) have matching dividends . 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 : 13.27 vs. HRLVX (-5.04). VTSMX return over 5 years is better than : 84.06 vs. HRLVX (30.64).
| 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 | 6.942 | 12.523 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 2.02T | 0% |
| Annual Yield % from dividends | 1.09 | 1.04 | 104% |
| Returns for 1 year | -5.04 | 13.27 | -38% |
| Returns for 3 years | 27.61 | 77.34 | 36% |
| Returns for 5 years | 30.64 | 84.06 | 36% |
| Returns for 10 years | 99.61 | 223.25 | 45% |
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