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FXAIX vs HAVLX
FXAIX vs HAVLX Comparison
Open Charts FXAIX vs HAVLX
Harbor Large Cap Value Instl
Price$21.58
Change-$0.08 (-0.37%)
VolumeN/A
Net Assets1.34B
FXAIX vs HAVLX Comparison Chart
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FXAIX vs. HAVLX commentary
May 24, 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 Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 594B vs. HAVLX (1.34B). HAVLX (1.34) and FXAIX (1.34) 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 : 11.58 vs. HAVLX (-4.17). FXAIX return over 5 years is better than : 113.25 vs. HAVLX (50.47).
| 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 | -0.138 | 1.680 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594B | 1.34B | 44,328% |
| Annual Yield % from dividends | 1.34 | 1.34 | 100% |
| Returns for 1 year | 11.58 | -4.17 | -278% |
| Returns for 3 years | 53.89 | 10.67 | 505% |
| Returns for 5 years | 113.25 | 50.47 | 224% |
| Returns for 10 years | 200.51 | 83.29 | 241% |
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