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HILVX vs VTSAX
HILVX vs VTSAX Comparison
Open Charts HILVX vs VTSAX
Harbor Large Cap Value I
Price$21.56
Change+$0.17 (+0.79%)
VolumeN/A
Net Assets1.31B
Vanguard Total Stock Mkt Idx Adm
Price$135.40
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
HILVX vs VTSAX Comparison Chart
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HILVX vs. VTSAX commentary
May 09, 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 Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. HILVX (1.31B). VTSAX pays higher dividends than HILVX: VTSAX (1.36) vs HILVX (0.94). HILVX was incepted earlier than VTSAX: HILVX (23 years) vs VTSAX (25 years). HILVX (1.07) is less costly to investors than VTSAX (0.04). HILVX is a more actively managed with annual turnover of: 11.00 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 : 7.85 vs. HILVX (-6.00). VTSAX return over 5 years is better than : 87.93 vs. HILVX (45.19).
| HILVX | VTSAX | HILVX / VTSAX | |
| Total Expense Ratio | 1.04 | 0.04 | 2,600% |
| Annual Report Gross Expense Ratio | 1.07 | 0.04 | 2,675% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | -1.430 | -4.657 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31B | 1.72T | 0% |
| Annual Yield % from dividends | 0.94 | 1.36 | 69% |
| Returns for 1 year | -6.00 | 7.85 | -76% |
| Returns for 3 years | 8.88 | 39.39 | 23% |
| Returns for 5 years | 45.19 | 87.93 | 51% |
| Returns for 10 years | 78.24 | 163.37 | 48% |
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