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FXAIX vs HAVLX
FXAIX vs HAVLX Comparison
Open Charts FXAIX vs HAVLX
Harbor Large Cap Value Instl
Price$23.17
Change+$0.06 (+0.26%)
VolumeN/A
Net Assets1.39B
FXAIX vs HAVLX Comparison Chart in %
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FXAIX vs. HAVLX commentary
Jul 27, 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: 666B vs. HAVLX (1.39B). HAVLX pays higher dividends than FXAIX: HAVLX (1.29) vs FXAIX (1.20). 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 : 19.88 vs. HAVLX (0.90). FXAIX return over 5 years is better than : 114.10 vs. HAVLX (46.21).
| 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 | 9.386 | 8.693 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 666B | 1.39B | 47,914% |
| Annual Yield % from dividends | 1.20 | 1.29 | 93% |
| Returns for 1 year | 19.88 | 0.90 | 2,214% |
| Returns for 3 years | 70.40 | 21.86 | 322% |
| Returns for 5 years | 114.10 | 46.21 | 247% |
| Returns for 10 years | 235.25 | 99.34 | 237% |
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