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FXAIX vs HAVLX
FXAIX vs HAVLX Comparison
Open Charts FXAIX vs HAVLX
Harbor Large Cap Value Instl
Price$21.05
Change-$0.23 (-1.08%)
VolumeN/A
Net Assets1.41B
FXAIX vs HAVLX Comparison Chart
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FXAIX vs. HAVLX commentary
Mar 14, 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 Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. HAVLX (1.41B). FXAIX pays higher dividends than HAVLX: FXAIX (1.23) vs HAVLX (1.10). FXAIX was incepted earlier than HAVLX: FXAIX (14 years) vs HAVLX (37 years). HAVLX (0.73) 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 : 9.86 vs. HAVLX (-6.42). FXAIX return over 5 years is better than : 123.12 vs. HAVLX (54.17).
| FXAIX | HAVLX | FXAIX / HAVLX | |
| Total Expense Ratio | 0.01 | 0.69 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.73 | 2% |
| Fund Existence | 14 years | 37 years | - |
| Gain YTD | -4.559 | -2.002 | 228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632B | 1.41B | 44,950% |
| Annual Yield % from dividends | 1.23 | 1.10 | 111% |
| Returns for 1 year | 9.86 | -6.42 | -154% |
| Returns for 3 years | 40.44 | 6.30 | 642% |
| Returns for 5 years | 123.12 | 54.17 | 227% |
| Returns for 10 years | 192.12 | 83.28 | 231% |