Ad is loading...
HNLVX vs VSMPX
HNLVX vs VSMPX Comparison
Open Charts HNLVX vs VSMPX
Harbor Large Cap Value Retirement
Price$22.06
Change+$0.16 (+0.73%)
VolumeN/A
Net Assets1.74B
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.52
Change+$2.52 (+0.94%)
VolumeN/A
Net Assets1.78T
HNLVX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HNLVX vs. VSMPX commentary
Jan 19, 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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. HNLVX (1.74B). VSMPX pays higher dividends than HNLVX: VSMPX (1.36) vs HNLVX (1.19). HNLVX was incepted earlier than VSMPX: HNLVX (9 years) vs VSMPX (10 years). HNLVX is a more actively managed with annual turnover of: 8.00 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 : 25.27 vs. HNLVX (5.13). VSMPX return over 5 years is better than : 76.14 vs. HNLVX (29.02).
| HNLVX | VSMPX | HNLVX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 2.748 | 2.245 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 1.78T | 0% |
| Annual Yield % from dividends | 1.19 | 1.36 | 87% |
| Returns for 1 year | 5.13 | 25.27 | 20% |
| Returns for 3 years | 0.40 | 29.00 | 1% |
| Returns for 5 years | 29.02 | 76.14 | 38% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...