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HILVX vs VTSMX
HILVX vs VTSMX Comparison
Open Charts HILVX vs VTSMX
Harbor Large Cap Value I
Price$22.38
Change+$0.16 (+0.72%)
VolumeN/A
Net Assets1.74B
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
HILVX vs VTSMX Comparison Chart
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HILVX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. HILVX (1.74B). VTSMX pays higher dividends than HILVX: VTSMX (1.26) vs HILVX (0.79). HILVX was incepted earlier than VTSMX: HILVX (22 years) vs VTSMX (33 years). HILVX is a more actively managed with annual turnover of: 8.00 vs. VTSMX (2.00). HILVX has a lower initial minimum investment than VTSMX: HILVX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 25.24 vs. HILVX (4.78). VTSMX return over 5 years is better than : 76.07 vs. HILVX (27.75).
| HILVX | VTSMX | HILVX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 33 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 | 1.26 | 63% |
| Returns for 1 year | 4.78 | 25.24 | 19% |
| Returns for 3 years | -0.22 | 28.94 | -1% |
| Returns for 5 years | 27.75 | 76.07 | 36% |
| Returns for 10 years | 102.49 | 194.99 | 53% |