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HAVLX vs VFIAX
HAVLX vs VFIAX Comparison
Open Charts HAVLX vs VFIAX
Harbor Large Cap Value Instl
Price$23.17
Change+$0.06 (+0.26%)
VolumeN/A
Net Assets1.39B
Vanguard 500 Index Admiral
Price$589.89
Change+$2.36 (+0.40%)
VolumeN/A
Net Assets1.49T
HAVLX vs VFIAX Comparison Chart in %
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HAVLX vs. VFIAX commentary
Jul 27, 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: 1.49T vs. HAVLX (1.39B). HAVLX pays higher dividends than VFIAX: HAVLX (1.29) vs VFIAX (1.21). 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 : 18.40 vs. HAVLX (0.90). VFIAX return over 5 years is better than : 98.86 vs. HAVLX (46.21).
| 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 | 8.693 | 8.708 | 100% |
| 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 | 1.49T | 0% |
| Annual Yield % from dividends | 1.29 | 1.21 | 106% |
| Returns for 1 year | 0.90 | 18.40 | 5% |
| Returns for 3 years | 21.86 | 63.07 | 35% |
| Returns for 5 years | 46.21 | 98.86 | 47% |
| Returns for 10 years | 99.34 | 205.59 | 48% |
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