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HILVX vs VTSMX
HILVX vs VTSMX Comparison
Open Charts HILVX vs VTSMX
Harbor Large Cap Value I
Price$20.72
Change+$1.44 (+7.47%)
VolumeN/A
Net Assets1.21B
Vanguard Total Stock Mkt Idx I
Price$129.85
Change+$11.31 (+9.54%)
VolumeN/A
Net Assets1.7T
HILVX vs VTSMX Comparison Chart
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HILVX vs. VTSMX commentary
Apr 11, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. HILVX (1.21B). VTSMX pays higher dividends than HILVX: VTSMX (1.25) vs HILVX (0.92). HILVX was incepted earlier than VTSMX: HILVX (22 years) vs VTSMX (33 years). HILVX (1.09) 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 : -5.43 vs. HILVX (-15.86). VTSMX return over 5 years is better than : 75.41 vs. HILVX (36.10).
| HILVX | VTSMX | HILVX / VTSMX | |
| Total Expense Ratio | 1.05 | 0.14 | 750% |
| Annual Report Gross Expense Ratio | 1.09 | 0.14 | 779% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | -11.153 | -15.905 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 1.7T | 0% |
| Annual Yield % from dividends | 0.92 | 1.25 | 74% |
| Returns for 1 year | -15.86 | -5.43 | 292% |
| Returns for 3 years | -9.23 | 8.73 | -106% |
| Returns for 5 years | 36.10 | 75.41 | 48% |
| Returns for 10 years | 61.70 | 131.53 | 47% |
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