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FXAIX vs HAVLX
FXAIX vs HAVLX Comparison
Open Charts FXAIX vs HAVLX
Harbor Large Cap Value Instl
Price$22.47
Change+$0.14 (+0.63%)
VolumeN/A
Net Assets1.74B
FXAIX vs HAVLX Comparison Chart
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FXAIX vs. HAVLX commentary
Feb 01, 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 FXAIX is a StrongBuy and HAVLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. HAVLX (1.74B). FXAIX pays higher dividends than HAVLX: FXAIX (1.31) vs HAVLX (1.12). FXAIX was incepted earlier than HAVLX: FXAIX (14 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 : 26.33 vs. HAVLX (4.27). FXAIX return over 5 years is better than : 102.48 vs. HAVLX (34.46).
| FXAIX | HAVLX | FXAIX / HAVLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 37 years | - |
| Gain YTD | 2.752 | 3.957 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619B | 1.74B | 35,554% |
| Annual Yield % from dividends | 1.31 | 1.12 | 117% |
| Returns for 1 year | 26.33 | 4.27 | 617% |
| Returns for 3 years | 40.05 | 3.63 | 1,105% |
| Returns for 5 years | 102.48 | 34.46 | 297% |
| Returns for 10 years | 225.00 | 106.12 | 212% |
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