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FXAIX
Price
$207.67
Change
+$0.72 (+0.35%)
Updated
Nov 22 closing price
HAVLX
Price
$24.58
Change
+$0.21 (+0.86%)
Updated
Nov 22 closing price
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FXAIX vs HAVLX

Header iconFXAIX vs HAVLX Comparison
Open Charts FXAIX vs HAVLXBanner chart's image
Fidelity 500 Index
Price$207.67
Change+$0.72 (+0.35%)
VolumeN/A
CapitalizationN/A
Harbor Large Cap Value Instl
Price$24.58
Change+$0.21 (+0.86%)
VolumeN/A
CapitalizationN/A
FXAIX vs HAVLX Comparison Chart
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FXAIX vs. HAVLX commentary
Nov 23, 2024

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 StrongSell and HAVLX is a StrongBuy.

FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 593B vs. HAVLX (1.96B). FXAIX pays higher dividends than HAVLX: FXAIX (1.31) vs HAVLX (1.12). FXAIX was incepted earlier than HAVLX: FXAIX (14 years) vs HAVLX (37 years). HAVLX is a more actively managed with annual turnover of: 8.00 vs. FXAIX (3.00). 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 : 32.38 vs. HAVLX (19.79). FXAIX return over 5 years is better than : 105.67 vs. HAVLX (50.67).
FXAIXHAVLXFXAIX / HAVLX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence14 years37 years-
Gain YTD26.25613.995188%
Front LoadN/AN/A-
Min. Initial Investment050000-
Min. Initial Investment IRAN/AN/A-
Net Assets593B1.96B30,271%
Annual Yield % from dividends1.311.12117%
Returns for 1 year32.3819.79164%
Returns for 3 years33.044.87678%
Returns for 5 years105.6750.67209%
Returns for 10 years212.24100.77211%
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