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HRLVX vs VTSAX
HRLVX vs VTSAX Comparison
Open Charts HRLVX vs VTSAX
Harbor Large Cap Value Admin
Price$21.77
Change-$0.40 (-1.80%)
VolumeN/A
Net Assets1.36B
Vanguard Total Stock Mkt Idx Adm
Price$139.59
Change-$0.02 (-0.01%)
VolumeN/A
Net Assets1.72T
HRLVX vs VTSAX Comparison Chart
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HRLVX vs. VTSAX commentary
May 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 HRLVX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. HRLVX (1.37B). VTSAX pays higher dividends than HRLVX: VTSAX (1.36) vs HRLVX (1.01). HRLVX was incepted earlier than VTSAX: HRLVX (23 years) vs VTSAX (25 years). HRLVX (0.97) is less costly to investors than VTSAX (0.04). HRLVX is a more actively managed with annual turnover of: 11.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than HRLVX: VTSAX (3000) vs HRLVX (50000). VTSAX annual gain was more profitable for investors over the last year : 11.10 vs. HRLVX (-3.06). VTSAX return over 5 years is better than : 96.34 vs. HRLVX (52.09).
| HRLVX | VTSAX | HRLVX / VTSAX | |
| Total Expense Ratio | 0.94 | 0.04 | 2,350% |
| Annual Report Gross Expense Ratio | 0.97 | 0.04 | 2,425% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 3.437 | 0.776 | 443% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 1.72T | 0% |
| Annual Yield % from dividends | 1.01 | 1.36 | 74% |
| Returns for 1 year | -3.06 | 11.10 | -28% |
| Returns for 3 years | 13.82 | 49.89 | 28% |
| Returns for 5 years | 52.09 | 96.34 | 54% |
| Returns for 10 years | 84.72 | 175.17 | 48% |
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