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HILVX vs VTSMX
HILVX vs VTSMX Comparison
Open Charts HILVX vs VTSMX
Harbor Large Cap Value I
Price$23.05
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.23B
Vanguard Total Stock Mkt Idx I
Price$158.28
Change+$0.53 (+0.34%)
VolumeN/A
Net Assets2.05T
HILVX vs VTSMX Comparison Chart in %
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HILVX vs. VTSMX commentary
Nov 20, 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: 2.05T vs. HILVX (1.23B). VTSMX (1.02) and HILVX (0.98) have matching dividends . HILVX was incepted earlier than VTSMX: HILVX (23 years) vs VTSMX (34 years). HILVX (1.07) is less costly to investors than VTSMX (0.14). HILVX is a more actively managed with annual turnover of: 11.00 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 : 10.79 vs. HILVX (-4.56). VTSMX return over 5 years is better than : 77.62 vs. HILVX (26.19).
| HILVX | VTSMX | HILVX / VTSMX | |
| Total Expense Ratio | 1.04 | 0.14 | 743% |
| Annual Report Gross Expense Ratio | 1.07 | 0.14 | 764% |
| Fund Existence | 23 years | 34 years | - |
| Gain YTD | 6.718 | 11.948 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 2.05T | 0% |
| Annual Yield % from dividends | 0.98 | 1.02 | 96% |
| Returns for 1 year | -4.56 | 10.79 | -42% |
| Returns for 3 years | 16.15 | 63.83 | 25% |
| Returns for 5 years | 26.19 | 77.62 | 34% |
| Returns for 10 years | 94.35 | 213.77 | 44% |
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