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HILVX vs VTSMX
HILVX vs VTSMX Comparison
Open Charts HILVX vs VTSMX
Harbor Large Cap Value I
Price$23.24
Change-$0.69 (-2.88%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
HILVX vs VTSMX Comparison Chart
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HILVX vs. VTSMX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. HILVX (1.92B). 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 : 26.90 vs. HILVX (9.18). VTSMX return over 5 years is better than : 84.16 vs. HILVX (39.48).
| 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 | 10.143 | 26.352 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 1.84T | 0% |
| Annual Yield % from dividends | 0.79 | 1.26 | 63% |
| Returns for 1 year | 9.18 | 26.90 | 34% |
| Returns for 3 years | 3.60 | 27.88 | 13% |
| Returns for 5 years | 39.48 | 84.16 | 47% |
| Returns for 10 years | 107.95 | 192.04 | 56% |