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FXAIX vs HAVLX
FXAIX vs HAVLX Comparison
Open Charts FXAIX vs HAVLX
Harbor Large Cap Value Instl
Price$23.33
Change+$0.19 (+0.82%)
VolumeN/A
Net Assets1.36B
FXAIX vs HAVLX Comparison Chart in %
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FXAIX vs. HAVLX commentary
Sep 29, 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 Hold and HAVLX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 696B vs. HAVLX (1.36B). HAVLX pays higher dividends than FXAIX: HAVLX (1.23) vs FXAIX (1.16). FXAIX was incepted earlier than HAVLX: FXAIX (14 years) vs HAVLX (38 years). HAVLX (0.72) is less costly to investors than FXAIX (0.01). HAVLX is a more actively managed with annual turnover of: 11.00 vs. FXAIX (2.00). 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 : 17.13 vs. HAVLX (-1.41). FXAIX return over 5 years is better than : 116.88 vs. HAVLX (44.42).
| FXAIX | HAVLX | FXAIX / HAVLX | |
| Total Expense Ratio | 0.01 | 0.69 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.72 | 2% |
| Fund Existence | 14 years | 38 years | - |
| Gain YTD | 14.013 | 9.444 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 696B | 1.36B | 51,139% |
| Annual Yield % from dividends | 1.16 | 1.23 | 95% |
| Returns for 1 year | 17.13 | -1.41 | -1,213% |
| Returns for 3 years | 90.34 | 34.48 | 262% |
| Returns for 5 years | 116.88 | 44.42 | 263% |
| Returns for 10 years | 286.60 | 123.00 | 233% |
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