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FXAIX vs HAVLX
FXAIX vs HAVLX Comparison
Open Charts FXAIX vs HAVLX
Harbor Large Cap Value Instl
Price$24.02
Change-$0.18 (-0.74%)
VolumeN/A
CapitalizationN/A
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FXAIX vs HAVLX Comparison Chart
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FXAIX vs. HAVLX commentary
Sep 21, 2024
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 FXAIX is a Buy and HAVLX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 585B vs. HAVLX (1.99B). FXAIX pays higher dividends than HAVLX: FXAIX (1.31) vs HAVLX (1.12). FXAIX was incepted earlier than HAVLX: FXAIX (13 years) vs HAVLX (37 years). HAVLX is a more actively managed with annual turnover of: 8.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than HAVLX: FXAIX (0) vs HAVLX (50000). FXAIX annual gain was more profitable for investors over the last year : 28.29 vs. HAVLX (19.38). FXAIX return over 5 years is better than : 101.18 vs. HAVLX (51.99).
| FXAIX | HAVLX | FXAIX / HAVLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 37 years | - |
| Gain YTD | 18.982 | 11.073 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 585B | 1.99B | 29,427% |
| Annual Yield % from dividends | 1.31 | 1.12 | 117% |
| Returns for 1 year | 28.29 | 19.38 | 146% |
| Returns for 3 years | 32.76 | 6.29 | 521% |
| Returns for 5 years | 101.18 | 51.99 | 195% |
| Returns for 10 years | 203.96 | 100.54 | 203% |
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