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FXAIX vs HAVLX
FXAIX vs HAVLX Comparison
Open Charts FXAIX vs HAVLX
Harbor Large Cap Value Instl
Price$23.53
Change-$0.05 (-0.21%)
VolumeN/A
Net Assets1.39B
FXAIX vs HAVLX Comparison Chart in %
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FXAIX vs. HAVLX commentary
Sep 07, 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 Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 696B vs. HAVLX (1.39B). 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 : 19.32 vs. HAVLX (2.20). FXAIX return over 5 years is better than : 103.70 vs. HAVLX (41.29).
| 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 | 11.170 | 10.382 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 696B | 1.39B | 50,216% |
| Annual Yield % from dividends | 1.16 | 1.23 | 95% |
| Returns for 1 year | 19.32 | 2.20 | 877% |
| Returns for 3 years | 73.35 | 25.81 | 284% |
| Returns for 5 years | 103.70 | 41.29 | 251% |
| Returns for 10 years | 261.06 | 112.35 | 232% |
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