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HRLVX vs VTSMX
HRLVX vs VTSMX Comparison
Open Charts HRLVX vs VTSMX
Harbor Large Cap Value Admin
Price$21.35
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets1.32B
Vanguard Total Stock Mkt Idx I
Price$135.29
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
HRLVX vs VTSMX Comparison Chart
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HRLVX vs. VTSMX commentary
May 11, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. HRLVX (1.32B). VTSMX pays higher dividends than HRLVX: VTSMX (1.26) vs HRLVX (1.01). HRLVX was incepted earlier than VTSMX: HRLVX (23 years) vs VTSMX (33 years). HRLVX (0.97) is less costly to investors than VTSMX (0.14). HRLVX is a more actively managed with annual turnover of: 11.00 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 : 7.95 vs. HRLVX (-5.70). VTSMX return over 5 years is better than : 89.18 vs. HRLVX (46.66).
| HRLVX | VTSMX | HRLVX / VTSMX | |
| Total Expense Ratio | 0.94 | 0.14 | 671% |
| Annual Report Gross Expense Ratio | 0.97 | 0.14 | 693% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | -0.389 | -4.022 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 1.72T | 0% |
| Annual Yield % from dividends | 1.01 | 1.26 | 80% |
| Returns for 1 year | -5.70 | 7.95 | -72% |
| Returns for 3 years | 10.00 | 40.07 | 25% |
| Returns for 5 years | 46.66 | 89.18 | 52% |
| Returns for 10 years | 80.51 | 165.24 | 49% |
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