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HAVLX vs VFIAX
HAVLX vs VFIAX Comparison
Open Charts HAVLX vs VFIAX
Harbor Large Cap Value Instl
Price$21.75
Change+$0.14 (+0.65%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$557.23
Change+$6.08 (+1.10%)
VolumeN/A
CapitalizationN/A
HAVLX vs VFIAX Comparison Chart
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HAVLX vs. VFIAX commentary
Dec 26, 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 Buy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. HAVLX (1.92B). 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 : 27.15 vs. HAVLX (2.79). VFIAX return over 5 years is better than : 86.59 vs. HAVLX (28.64).
| 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 | 2.079 | 26.711 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 1.37T | 0% |
| Annual Yield % from dividends | 1.12 | 1.32 | 84% |
| Returns for 1 year | 2.79 | 27.15 | 10% |
| Returns for 3 years | -2.81 | 27.92 | -10% |
| Returns for 5 years | 28.64 | 86.59 | 33% |
| Returns for 10 years | 92.59 | 189.70 | 49% |
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