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HAVLX vs VFIAX
HAVLX vs VFIAX Comparison
Open Charts HAVLX vs VFIAX
Harbor Large Cap Value Instl
Price$23.53
Change-$0.05 (-0.21%)
VolumeN/A
Net Assets1.39B
Vanguard 500 Index Admiral
Price$599.48
Change-$1.82 (-0.30%)
VolumeN/A
Net Assets1.37T
HAVLX vs VFIAX Comparison Chart in %
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HAVLX vs. VFIAX commentary
Sep 07, 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 Hold and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. HAVLX (1.39B). HAVLX pays higher dividends than VFIAX: HAVLX (1.23) vs VFIAX (1.16). HAVLX was incepted earlier than VFIAX: HAVLX (38 years) vs VFIAX (25 years). HAVLX (0.72) is less costly to investors than VFIAX (0.04). HAVLX is a more actively managed with annual turnover of: 11.00 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 : 17.85 vs. HAVLX (2.20). VFIAX return over 5 years is better than : 89.20 vs. HAVLX (41.29).
| HAVLX | VFIAX | HAVLX / VFIAX | |
| Total Expense Ratio | 0.69 | 0.04 | 1,725% |
| Annual Report Gross Expense Ratio | 0.72 | 0.04 | 1,800% |
| Fund Existence | 38 years | 25 years | - |
| Gain YTD | 10.382 | 10.475 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 1.37T | 0% |
| Annual Yield % from dividends | 1.23 | 1.16 | 106% |
| Returns for 1 year | 2.20 | 17.85 | 12% |
| Returns for 3 years | 25.81 | 65.90 | 39% |
| Returns for 5 years | 41.29 | 89.20 | 46% |
| Returns for 10 years | 112.35 | 229.08 | 49% |
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