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HNLVX vs VTSAX
HNLVX vs VTSAX Comparison
Open Charts HNLVX vs VTSAX
Harbor Large Cap Value Retirement
Price$22.06
Change+$0.16 (+0.73%)
VolumeN/A
Net Assets1.74B
Vanguard Total Stock Mkt Idx Adm
Price$144.19
Change+$1.35 (+0.95%)
VolumeN/A
Net Assets1.78T
HNLVX vs VTSAX Comparison Chart
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HNLVX vs. VTSAX 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. HNLVX (1.74B). VTSAX pays higher dividends than HNLVX: VTSAX (1.35) vs HNLVX (1.19). HNLVX was incepted earlier than VTSAX: HNLVX (9 years) vs VTSAX (24 years). HNLVX is a more actively managed with annual turnover of: 8.00 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 : 25.26 vs. HNLVX (5.13). VTSAX return over 5 years is better than : 76.10 vs. HNLVX (29.02).
| HNLVX | VTSAX | HNLVX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 2.748 | 2.241 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 1.78T | 0% |
| Annual Yield % from dividends | 1.19 | 1.35 | 88% |
| Returns for 1 year | 5.13 | 25.26 | 20% |
| Returns for 3 years | 0.40 | 28.96 | 1% |
| Returns for 5 years | 29.02 | 76.10 | 38% |
| Returns for 10 years | N/A | 195.63 | - |
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