Interact to see
Advertisement
Advertisement
HNLVX vs VSMPX
HNLVX vs VSMPX Comparison
Open Charts HNLVX vs VSMPX
Harbor Large Cap Value Retirement
Price$21.57
Change-$0.08 (-0.37%)
VolumeN/A
Net Assets1.34B
Vanguard Total Stock Mkt Idx Instl Pls
Price$260.25
Change-$1.66 (-0.63%)
VolumeN/A
Net Assets1.72T
HNLVX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HNLVX vs. VSMPX commentary
May 24, 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 HNLVX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. HNLVX (1.34B). HNLVX (1.43) and VSMPX (1.37) have matching dividends . HNLVX was incepted earlier than VSMPX: HNLVX (9 years) vs VSMPX (10 years). HNLVX (0.64) is less costly to investors than VSMPX (0.02). HNLVX is a more actively managed with annual turnover of: 11.00 vs. VSMPX (2.00). HNLVX has a lower initial minimum investment than VSMPX: HNLVX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 9.52 vs. HNLVX (-4.09). VSMPX return over 5 years is better than : 92.99 vs. HNLVX (50.80).
| HNLVX | VSMPX | HNLVX / VSMPX | |
| Total Expense Ratio | 0.61 | 0.02 | 3,050% |
| Annual Report Gross Expense Ratio | 0.64 | 0.02 | 3,200% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 1.704 | -0.966 | -176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 1.72T | 0% |
| Annual Yield % from dividends | 1.43 | 1.37 | 104% |
| Returns for 1 year | -4.09 | 9.52 | -43% |
| Returns for 3 years | 10.83 | 44.82 | 24% |
| Returns for 5 years | 50.80 | 92.99 | 55% |
| Returns for 10 years | N/A | 161.82 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement