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HAVLX vs VFIAX
HAVLX vs VFIAX Comparison
Open Charts HAVLX vs VFIAX
Harbor Large Cap Value Instl
Price$22.47
Change+$0.14 (+0.63%)
VolumeN/A
Net Assets1.74B
Vanguard 500 Index Admiral
Price$560.65
Change+$2.96 (+0.53%)
VolumeN/A
Net Assets1.35T
HAVLX vs VFIAX Comparison Chart
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HAVLX vs. VFIAX commentary
Feb 01, 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 HAVLX is a StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. HAVLX (1.74B). VFIAX pays higher dividends than HAVLX: VFIAX (1.32) vs HAVLX (1.12). HAVLX was incepted earlier than VFIAX: HAVLX (37 years) vs VFIAX (24 years). HAVLX is a more actively managed with annual turnover of: 8.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than HAVLX: VFIAX (3000) vs HAVLX (50000). VFIAX annual gain was more profitable for investors over the last year : 24.73 vs. HAVLX (4.27). VFIAX return over 5 years is better than : 87.32 vs. HAVLX (34.46).
| HAVLX | VFIAX | HAVLX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 24 years | - |
| Gain YTD | 3.957 | 2.751 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 1.35T | 0% |
| Annual Yield % from dividends | 1.12 | 1.32 | 84% |
| Returns for 1 year | 4.27 | 24.73 | 17% |
| Returns for 3 years | 3.63 | 33.85 | 11% |
| Returns for 5 years | 34.46 | 87.32 | 39% |
| Returns for 10 years | 106.12 | 199.28 | 53% |
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