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HAVLX vs VFIAX
HAVLX vs VFIAX Comparison
Open Charts HAVLX vs VFIAX
Harbor Large Cap Value Instl
Price$23.33
Change+$0.19 (+0.82%)
VolumeN/A
Net Assets1.36B
Vanguard 500 Index Admiral
Price$614.82
Change+$3.62 (+0.59%)
VolumeN/A
Net Assets1.37T
HAVLX vs VFIAX Comparison Chart in %
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HAVLX vs. VFIAX commentary
Sep 29, 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 Buy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. HAVLX (1.36B). 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 : 15.68 vs. HAVLX (-1.41). VFIAX return over 5 years is better than : 101.44 vs. HAVLX (44.42).
| 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 | 9.444 | 13.302 | 71% |
| 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 | 1.37T | 0% |
| Annual Yield % from dividends | 1.23 | 1.16 | 106% |
| Returns for 1 year | -1.41 | 15.68 | -9% |
| Returns for 3 years | 34.48 | 82.96 | 42% |
| Returns for 5 years | 44.42 | 101.44 | 44% |
| Returns for 10 years | 123.00 | 254.26 | 48% |
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