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FXAIX vs HAVLX
FXAIX vs HAVLX Comparison
Open Charts FXAIX vs HAVLX
Harbor Large Cap Value Instl
Price$21.32
Change+$0.39 (+1.86%)
VolumeN/A
Net Assets1.31B
FXAIX vs HAVLX Comparison Chart
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FXAIX vs. HAVLX commentary
May 03, 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 Buy and HAVLX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 594B vs. HAVLX (1.31B). HAVLX (1.34) and FXAIX (1.34) have matching dividends . FXAIX was incepted earlier than HAVLX: FXAIX (14 years) vs HAVLX (37 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 : 12.14 vs. HAVLX (-4.63). FXAIX return over 5 years is better than : 113.67 vs. HAVLX (50.38).
| 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 | 37 years | - |
| Gain YTD | -4.344 | -2.109 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594B | 1.31B | 45,378% |
| Annual Yield % from dividends | 1.34 | 1.34 | 100% |
| Returns for 1 year | 12.14 | -4.63 | -262% |
| Returns for 3 years | 40.50 | 4.54 | 893% |
| Returns for 5 years | 113.67 | 50.38 | 226% |
| Returns for 10 years | 193.47 | 80.23 | 241% |