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HNLVX vs VTSMX
HNLVX vs VTSMX Comparison
Open Charts HNLVX vs VTSMX
Harbor Large Cap Value Retirement
Price$19.46
Change-$1.17 (-5.67%)
VolumeN/A
Net Assets1.24B
Vanguard Total Stock Mkt Idx I
Price$120.93
Change-$7.54 (-5.87%)
VolumeN/A
Net Assets1.81T
HNLVX vs VTSMX Comparison Chart
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HNLVX vs. VTSMX commentary
Apr 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. HNLVX (1.24B). HNLVX pays higher dividends than VTSMX: HNLVX (1.40) vs VTSMX (1.25). HNLVX was incepted earlier than VTSMX: HNLVX (9 years) vs VTSMX (33 years). HNLVX (0.65) is less costly to investors than VTSMX (0.14). HNLVX is a more actively managed with annual turnover of: 11.00 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 : -2.29 vs. HNLVX (-12.51). VTSMX return over 5 years is better than : 102.14 vs. HNLVX (60.79).
| HNLVX | VTSMX | HNLVX / VTSMX | |
| Total Expense Ratio | 0.61 | 0.14 | 436% |
| Annual Report Gross Expense Ratio | 0.65 | 0.14 | 464% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | -8.920 | -14.209 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 1.81T | 0% |
| Annual Yield % from dividends | 1.40 | 1.25 | 112% |
| Returns for 1 year | -12.51 | -2.29 | 547% |
| Returns for 3 years | -6.78 | 9.69 | -70% |
| Returns for 5 years | 60.79 | 102.14 | 60% |
| Returns for 10 years | N/A | 139.03 | - |
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