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HNLVX vs VTSMX
HNLVX vs VTSMX Comparison
Open Charts HNLVX vs VTSMX
Harbor Large Cap Value Retirement
Price$22.11
Change-$0.28 (-1.25%)
VolumeN/A
Net Assets1.52B
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
HNLVX vs VTSMX Comparison Chart
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HNLVX vs. VTSMX commentary
Feb 23, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. HNLVX (1.52B). VTSMX pays higher dividends than HNLVX: VTSMX (1.26) vs HNLVX (1.19). HNLVX was incepted earlier than VTSMX: HNLVX (9 years) vs VTSMX (33 years). HNLVX is a more actively managed with annual turnover of: 8.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than HNLVX: VTSMX (3000) vs HNLVX (1000000). VTSMX annual gain was more profitable for investors over the last year : 17.60 vs. HNLVX (0.86). VTSMX return over 5 years is better than : 74.84 vs. HNLVX (29.02).
| HNLVX | VTSMX | HNLVX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 2.981 | 2.121 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 1.84T | 0% |
| Annual Yield % from dividends | 1.19 | 1.26 | 94% |
| Returns for 1 year | 0.86 | 17.60 | 5% |
| Returns for 3 years | 8.11 | 36.78 | 22% |
| Returns for 5 years | 29.02 | 74.84 | 39% |
| Returns for 10 years | N/A | 180.15 | - |
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