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FXAIX vs HAVLX
FXAIX vs HAVLX Comparison
Open Charts FXAIX vs HAVLX
Harbor Large Cap Value Instl
Price$21.94
Change-$0.38 (-1.70%)
VolumeN/A
Net Assets1.36B
FXAIX vs HAVLX Comparison Chart
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FXAIX vs. HAVLX commentary
Jun 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 634B vs. HAVLX (1.36B). HAVLX (1.29) and FXAIX (1.26) 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 : 12.73 vs. HAVLX (-1.84). FXAIX return over 5 years is better than : 114.26 vs. HAVLX (43.97).
| 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 | 3.375 | 2.615 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634B | 1.36B | 46,515% |
| Annual Yield % from dividends | 1.26 | 1.29 | 98% |
| Returns for 1 year | 12.73 | -1.84 | -693% |
| Returns for 3 years | 69.26 | 19.55 | 354% |
| Returns for 5 years | 114.26 | 43.97 | 260% |
| Returns for 10 years | 215.06 | 85.87 | 250% |