Ad is loading...
Ad is loading...
HAVLX vs VFIAX
HAVLX vs VFIAX Comparison
Open Charts HAVLX vs VFIAX
Harbor Large Cap Value Instl
Price$24.58
Change+$0.21 (+0.86%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$551.84
Change+$1.93 (+0.35%)
VolumeN/A
CapitalizationN/A
HAVLX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HAVLX vs. VFIAX 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 HAVLX is a StrongBuy and VFIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.28T vs. HAVLX (1.96B). 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 : 30.58 vs. HAVLX (19.79). VFIAX return over 5 years is better than : 91.24 vs. HAVLX (50.67).
| 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 | 13.995 | 25.032 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.96B | 1.28T | 0% |
| Annual Yield % from dividends | 1.12 | 1.32 | 84% |
| Returns for 1 year | 19.79 | 30.58 | 65% |
| Returns for 3 years | 4.87 | 27.07 | 18% |
| Returns for 5 years | 50.67 | 91.24 | 56% |
| Returns for 10 years | 100.77 | 189.08 | 53% |