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HNLVX vs VSTSX
HNLVX vs VSTSX Comparison
Open Charts HNLVX vs VSTSX
Harbor Large Cap Value Retirement
Price$20.80
Change+$0.08 (+0.39%)
VolumeN/A
Net Assets1.3B
Vanguard Total Stock Mkt Idx Instl Sel
Price$259.85
Change+$0.29 (+0.11%)
VolumeN/A
Net Assets1.7T
HNLVX vs VSTSX Comparison Chart
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HNLVX vs. VSTSX commentary
Apr 29, 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.7T vs. HNLVX (1.3B). HNLVX (1.40) and VSTSX (1.37) have matching dividends . HNLVX was incepted earlier than VSTSX: HNLVX (9 years) vs VSTSX (9 years). HNLVX (0.65) is less costly to investors than VSTSX (0.01). HNLVX is a more actively managed with annual turnover of: 11.00 vs. VSTSX (2.00). HNLVX has a lower initial minimum investment than VSTSX: HNLVX (1000000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 7.65 vs. HNLVX (-5.63). VSTSX return over 5 years is better than : 84.03 vs. HNLVX (41.99).
| HNLVX | VSTSX | HNLVX / VSTSX | |
| Total Expense Ratio | 0.61 | 0.01 | 6,100% |
| Annual Report Gross Expense Ratio | 0.65 | 0.01 | 6,500% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | -3.023 | -6.502 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 1.7T | 0% |
| Annual Yield % from dividends | 1.40 | 1.37 | 102% |
| Returns for 1 year | -5.63 | 7.65 | -74% |
| Returns for 3 years | 4.80 | 31.21 | 15% |
| Returns for 5 years | 41.99 | 84.03 | 50% |
| Returns for 10 years | N/A | N/A | - |
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