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HRLVX vs VTSMX
HRLVX vs VTSMX Comparison
Open Charts HRLVX vs VTSMX
Harbor Large Cap Value Admin
Price$22.16
Change-$0.28 (-1.25%)
VolumeN/A
Net Assets1.54B
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
HRLVX vs VTSMX Comparison Chart
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HRLVX 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 HRLVX is a Buy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. HRLVX (1.54B). VTSMX pays higher dividends than HRLVX: VTSMX (1.26) vs HRLVX (0.84). HRLVX was incepted earlier than VTSMX: HRLVX (22 years) vs VTSMX (33 years). HRLVX is a more actively managed with annual turnover of: 8.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than HRLVX: VTSMX (3000) vs HRLVX (50000). VTSMX annual gain was more profitable for investors over the last year : 19.83 vs. HRLVX (0.61). VTSMX return over 5 years is better than : 78.15 vs. HRLVX (27.78).
| HRLVX | VTSMX | HRLVX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 2.974 | 4.057 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 1.84T | 0% |
| Annual Yield % from dividends | 0.84 | 1.26 | 66% |
| Returns for 1 year | 0.61 | 19.83 | 3% |
| Returns for 3 years | 7.49 | 39.38 | 19% |
| Returns for 5 years | 27.78 | 78.15 | 36% |
| Returns for 10 years | 87.52 | 185.46 | 47% |
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