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HILVX vs VTSMX
HILVX vs VTSMX Comparison
Open Charts HILVX vs VTSMX
Harbor Large Cap Value I
Price$22.42
Change-$0.29 (-1.28%)
VolumeN/A
Net Assets1.54B
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
HILVX vs VTSMX Comparison Chart
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HILVX vs. VTSMX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. HILVX (1.54B). 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 : 22.86 vs. HILVX (0.53). VTSMX return over 5 years is better than : 79.09 vs. HILVX (27.77).
| 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 | 2.938 | 4.603 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 1.84T | 0% |
| Annual Yield % from dividends | 0.79 | 1.26 | 63% |
| Returns for 1 year | 0.53 | 22.86 | 2% |
| Returns for 3 years | 7.39 | 38.57 | 19% |
| Returns for 5 years | 27.77 | 79.09 | 35% |
| Returns for 10 years | 87.34 | 187.66 | 47% |
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