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HILVX vs VTSAX
HILVX vs VTSAX Comparison
Open Charts HILVX vs VTSAX
Harbor Large Cap Value I
Price$24.34
Change-$0.22 (-0.90%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
HILVX vs VTSAX Comparison Chart
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HILVX vs. VTSAX 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 VTSAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.73T vs. HILVX (1.96B). VTSAX pays higher dividends than HILVX: VTSAX (1.35) vs HILVX (0.79). HILVX was incepted earlier than VTSAX: HILVX (22 years) vs VTSAX (24 years). HILVX is a more actively managed with annual turnover of: 8.00 vs. VTSAX (2.00). HILVX has a lower initial minimum investment than VTSAX: HILVX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 30.54 vs. HILVX (18.56). VTSAX return over 5 years is better than : 83.75 vs. HILVX (46.39).
| HILVX | VTSAX | HILVX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 12.030 | 22.422 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.96B | 1.73T | 0% |
| Annual Yield % from dividends | 0.79 | 1.35 | 58% |
| Returns for 1 year | 18.56 | 30.54 | 61% |
| Returns for 3 years | 1.86 | 19.92 | 9% |
| Returns for 5 years | 46.39 | 83.75 | 55% |
| Returns for 10 years | 98.40 | 186.74 | 53% |
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