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HILVX vs VSTSX
HILVX vs VSTSX Comparison
Open Charts HILVX vs VSTSX
Harbor Large Cap Value I
Price$24.34
Change-$0.22 (-0.90%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$278.21
Change-$3.68 (-1.31%)
VolumeN/A
CapitalizationN/A
HILVX vs VSTSX Comparison Chart
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HILVX vs. VSTSX commentary
Nov 18, 2024
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 HILVX is a StrongBuy and VSTSX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.73T vs. HILVX (1.96B). VSTSX pays higher dividends than HILVX: VSTSX (1.36) vs HILVX (0.79). HILVX was incepted earlier than VSTSX: HILVX (22 years) vs VSTSX (8 years). HILVX is a more actively managed with annual turnover of: 8.00 vs. VSTSX (2.00). HILVX has a lower initial minimum investment than VSTSX: HILVX (2500) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 30.56 vs. HILVX (18.56). VSTSX return over 5 years is better than : 83.83 vs. HILVX (46.39).
| HILVX | VSTSX | HILVX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 8 years | - |
| Gain YTD | 12.030 | 22.443 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.96B | 1.73T | 0% |
| Annual Yield % from dividends | 0.79 | 1.36 | 58% |
| Returns for 1 year | 18.56 | 30.56 | 61% |
| Returns for 3 years | 1.86 | 19.98 | 9% |
| Returns for 5 years | 46.39 | 83.83 | 55% |
| Returns for 10 years | 98.40 | N/A | - |