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HNLVX vs VTSAX
HNLVX vs VTSAX Comparison
Open Charts HNLVX vs VTSAX
Harbor Large Cap Value Retirement
Price$20.80
Change+$0.08 (+0.39%)
VolumeN/A
Net Assets1.3B
Vanguard Total Stock Mkt Idx Adm
Price$131.96
Change+$0.15 (+0.11%)
VolumeN/A
Net Assets1.7T
HNLVX vs VTSAX Comparison Chart
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HNLVX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. HNLVX (1.3B). HNLVX (1.40) and VTSAX (1.35) have matching dividends . HNLVX was incepted earlier than VTSAX: HNLVX (9 years) vs VTSAX (24 years). HNLVX (0.65) 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 : 7.63 vs. HNLVX (-5.63). VTSAX return over 5 years is better than : 83.92 vs. HNLVX (41.99).
| HNLVX | VTSAX | HNLVX / VTSAX | |
| Total Expense Ratio | 0.61 | 0.04 | 1,525% |
| Annual Report Gross Expense Ratio | 0.65 | 0.04 | 1,625% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | -3.023 | -6.508 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 1.7T | 0% |
| Annual Yield % from dividends | 1.40 | 1.35 | 103% |
| Returns for 1 year | -5.63 | 7.63 | -74% |
| Returns for 3 years | 4.80 | 31.13 | 15% |
| Returns for 5 years | 41.99 | 83.92 | 50% |
| Returns for 10 years | N/A | 158.31 | - |
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