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HAVLX vs VFIAX
HAVLX vs VFIAX Comparison
Open Charts HAVLX vs VFIAX
Harbor Large Cap Value Instl
Price$21.94
Change-$0.38 (-1.70%)
VolumeN/A
Net Assets1.36B
Vanguard 500 Index Admiral
Price$552.96
Change-$6.22 (-1.11%)
VolumeN/A
Net Assets1.43T
HAVLX vs VFIAX Comparison Chart
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HAVLX vs. VFIAX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.43T vs. HAVLX (1.36B). HAVLX (1.29) and VFIAX (1.28) have matching dividends . HAVLX was incepted earlier than VFIAX: HAVLX (37 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 : 11.28 vs. HAVLX (-1.84). VFIAX return over 5 years is better than : 98.56 vs. HAVLX (43.97).
| 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 | 37 years | 25 years | - |
| Gain YTD | 2.615 | 3.040 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 1.43T | 0% |
| Annual Yield % from dividends | 1.29 | 1.28 | 101% |
| Returns for 1 year | -1.84 | 11.28 | -16% |
| Returns for 3 years | 19.55 | 61.80 | 32% |
| Returns for 5 years | 43.97 | 98.56 | 45% |
| Returns for 10 years | 85.87 | 188.39 | 46% |
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