Ad is loading...
HRLVX vs VTSAX
HRLVX vs VTSAX Comparison
Open Charts HRLVX vs VTSAX
Harbor Large Cap Value Admin
Price$20.82
Change+$0.35 (+1.71%)
VolumeN/A
Net Assets1.28B
Vanguard Total Stock Mkt Idx Adm
Price$130.93
Change+$2.66 (+2.07%)
VolumeN/A
Net Assets1.7T
HRLVX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HRLVX vs. VTSAX commentary
Apr 25, 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: 1.7T vs. HRLVX (1.28B). VTSAX pays higher dividends than HRLVX: VTSAX (1.35) vs HRLVX (0.98). HRLVX was incepted earlier than VTSAX: HRLVX (22 years) vs VTSAX (24 years). HRLVX (0.98) 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 : 5.27 vs. HRLVX (-7.32). VTSAX return over 5 years is better than : 86.80 vs. HRLVX (47.10).
| HRLVX | VTSAX | HRLVX / VTSAX | |
| Total Expense Ratio | 0.94 | 0.04 | 2,350% |
| Annual Report Gross Expense Ratio | 0.98 | 0.04 | 2,450% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | -4.495 | -9.019 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 1.7T | 0% |
| Annual Yield % from dividends | 0.98 | 1.35 | 73% |
| Returns for 1 year | -7.32 | 5.27 | -139% |
| Returns for 3 years | -0.40 | 22.59 | -2% |
| Returns for 5 years | 47.10 | 86.80 | 54% |
| Returns for 10 years | 73.77 | 150.71 | 49% |
View a ticker or compare two or three
VS
VS
Ad is loading...