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HILVX vs VTSAX
HILVX vs VTSAX Comparison
Open Charts HILVX vs VTSAX
Harbor Large Cap Value I
Price$22.38
Change+$0.16 (+0.72%)
VolumeN/A
Net Assets1.74B
Vanguard Total Stock Mkt Idx Adm
Price$144.19
Change+$1.35 (+0.95%)
VolumeN/A
Net Assets1.78T
HILVX vs VTSAX Comparison Chart
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HILVX vs. VTSAX commentary
Jan 19, 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 HILVX is a Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. HILVX (1.74B). 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 : 25.26 vs. HILVX (4.78). VTSAX return over 5 years is better than : 76.10 vs. HILVX (27.75).
| 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 | 2.755 | 2.241 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 1.78T | 0% |
| Annual Yield % from dividends | 0.79 | 1.35 | 58% |
| Returns for 1 year | 4.78 | 25.26 | 19% |
| Returns for 3 years | -0.22 | 28.96 | -1% |
| Returns for 5 years | 27.75 | 76.10 | 36% |
| Returns for 10 years | 102.49 | 195.63 | 52% |
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