Interact to see
Advertisement
Advertisement
HNLVX vs VTSAX
HNLVX vs VTSAX Comparison
Open Charts HNLVX vs VTSAX
Harbor Large Cap Value Retirement
Price$21.57
Change-$0.08 (-0.37%)
VolumeN/A
Net Assets1.34B
Vanguard Total Stock Mkt Idx Adm
Price$138.71
Change-$0.88 (-0.63%)
VolumeN/A
Net Assets1.72T
HNLVX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HNLVX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. HNLVX (1.34B). HNLVX (1.43) and VTSAX (1.36) have matching dividends . 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 : 9.51 vs. HNLVX (-4.09). VTSAX return over 5 years is better than : 92.93 vs. HNLVX (50.80).
| 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 | 1.704 | -0.976 | -175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 1.72T | 0% |
| Annual Yield % from dividends | 1.43 | 1.36 | 105% |
| Returns for 1 year | -4.09 | 9.51 | -43% |
| Returns for 3 years | 10.83 | 44.77 | 24% |
| Returns for 5 years | 50.80 | 92.93 | 55% |
| Returns for 10 years | N/A | 170.38 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement