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HILVX vs VTSMX
HILVX vs VTSMX Comparison
Open Charts HILVX vs VTSMX
Harbor Large Cap Value I
Price$21.61
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets1.32B
Vanguard Total Stock Mkt Idx I
Price$135.29
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
HILVX vs VTSMX Comparison Chart
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HILVX vs. VTSMX commentary
May 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: 1.72T vs. HILVX (1.32B). VTSMX pays higher dividends than HILVX: VTSMX (1.26) vs HILVX (0.94). HILVX was incepted earlier than VTSMX: HILVX (23 years) vs VTSMX (33 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 : 7.95 vs. HILVX (-5.73). VTSMX return over 5 years is better than : 89.18 vs. HILVX (46.69).
| 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 | 33 years | - |
| Gain YTD | -0.416 | -4.022 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 1.72T | 0% |
| Annual Yield % from dividends | 0.94 | 1.26 | 75% |
| Returns for 1 year | -5.73 | 7.95 | -72% |
| Returns for 3 years | 9.95 | 40.07 | 25% |
| Returns for 5 years | 46.69 | 89.18 | 52% |
| Returns for 10 years | 80.51 | 165.24 | 49% |
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