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HNLVX vs VTSAX
HNLVX vs VTSAX Comparison
Open Charts HNLVX vs VTSAX
Harbor Large Cap Value Retirement
Price$23.09
Change-$0.25 (-1.07%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$129.65
Change-$2.25 (-1.71%)
VolumeN/A
CapitalizationN/A
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HNLVX vs VTSAX Comparison Chart
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HNLVX vs. VTSAX commentary
Sep 08, 2024
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 (1.9B). 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 : 22.24 vs. HNLVX (17.17). VTSAX return over 5 years is better than : 79.35 vs. HNLVX (51.22).
| 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 | 8.924 | 14.262 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 1.72T | 0% |
| Annual Yield % from dividends | 1.19 | 1.35 | 88% |
| Returns for 1 year | 17.17 | 22.24 | 77% |
| Returns for 3 years | 1.74 | 15.98 | 11% |
| Returns for 5 years | 51.22 | 79.35 | 65% |
| Returns for 10 years | N/A | 173.57 | - |