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HNLVX vs VTSAX
HNLVX vs VTSAX Comparison
Open Charts HNLVX vs VTSAX
Harbor Large Cap Value Retirement
Price$21.93
Change-$0.38 (-1.70%)
VolumeN/A
Net Assets1.36B
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
HNLVX vs VTSAX Comparison Chart
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HNLVX vs. VTSAX commentary
Jun 15, 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 StrongBuy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. HNLVX (1.36B). HNLVX pays higher dividends than VTSAX: HNLVX (1.37) vs VTSAX (1.28). HNLVX was incepted earlier than VTSAX: HNLVX (9 years) vs VTSAX (25 years). HNLVX (0.64) is less costly to investors than VTSAX (0.04). HNLVX is a more actively managed with annual turnover of: 11.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than HNLVX: VTSAX (3000) vs HNLVX (1000000). VTSAX annual gain was more profitable for investors over the last year : 11.37 vs. HNLVX (-1.79). VTSAX return over 5 years is better than : 93.67 vs. HNLVX (44.29).
| HNLVX | VTSAX | HNLVX / VTSAX | |
| Total Expense Ratio | 0.61 | 0.04 | 1,525% |
| Annual Report Gross Expense Ratio | 0.64 | 0.04 | 1,600% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 2.640 | 2.564 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 1.82T | 0% |
| Annual Yield % from dividends | 1.37 | 1.28 | 107% |
| Returns for 1 year | -1.79 | 11.37 | -16% |
| Returns for 3 years | 19.66 | 59.47 | 33% |
| Returns for 5 years | 44.29 | 93.67 | 47% |
| Returns for 10 years | N/A | 182.84 | - |
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