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HAVLX vs VFIAX
HAVLX vs VFIAX Comparison
Open Charts HAVLX vs VFIAX
Harbor Large Cap Value Instl
Price$21.05
Change-$0.23 (-1.08%)
VolumeN/A
Net Assets1.41B
Vanguard 500 Index Admiral
Price$510.83
Change-$7.15 (-1.38%)
VolumeN/A
Net Assets1.4T
HAVLX vs VFIAX Comparison Chart
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HAVLX vs. VFIAX commentary
Mar 14, 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 Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.4T vs. HAVLX (1.41B). VFIAX pays higher dividends than HAVLX: VFIAX (1.22) vs HAVLX (1.10). HAVLX was incepted earlier than VFIAX: HAVLX (37 years) vs VFIAX (24 years). HAVLX (0.73) 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 : 8.46 vs. HAVLX (-6.42). VFIAX return over 5 years is better than : 107.34 vs. HAVLX (54.17).
| HAVLX | VFIAX | HAVLX / VFIAX | |
| Total Expense Ratio | 0.69 | 0.04 | 1,725% |
| Annual Report Gross Expense Ratio | 0.73 | 0.04 | 1,825% |
| Fund Existence | 37 years | 24 years | - |
| Gain YTD | -2.002 | -4.566 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 1.4T | 0% |
| Annual Yield % from dividends | 1.10 | 1.22 | 91% |
| Returns for 1 year | -6.42 | 8.46 | -76% |
| Returns for 3 years | 6.30 | 34.22 | 18% |
| Returns for 5 years | 54.17 | 107.34 | 50% |
| Returns for 10 years | 83.28 | 168.99 | 49% |