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HAVLX vs VFINX
HAVLX vs VFINX Comparison
Open Charts HAVLX vs VFINX
Harbor Large Cap Value Instl
Price$23.41
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets1.39B
Vanguard 500 Index Investor
Price$596.00
Change-$1.60 (-0.27%)
VolumeN/A
Net Assets1.33T
HAVLX vs VFINX Comparison Chart in %
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HAVLX vs. VFINX commentary
Aug 17, 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 VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.33T vs. HAVLX (1.39B). HAVLX pays higher dividends than VFINX: HAVLX (1.27) vs VFINX (1.09). HAVLX was incepted earlier than VFINX: HAVLX (38 years) vs VFINX (49 years). HAVLX (0.72) is less costly to investors than VFINX (0.14). HAVLX is a more actively managed with annual turnover of: 11.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than HAVLX: VFINX (0) vs HAVLX (50000). VFINX annual gain was more profitable for investors over the last year : 16.72 vs. HAVLX (2.74). VFINX return over 5 years is better than : 91.84 vs. HAVLX (41.34).
| HAVLX | VFINX | HAVLX / VFINX | |
| Total Expense Ratio | 0.69 | 0.14 | 493% |
| Annual Report Gross Expense Ratio | 0.72 | 0.14 | 514% |
| Fund Existence | 38 years | 49 years | - |
| Gain YTD | 9.913 | 10.110 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 1.33T | 0% |
| Annual Yield % from dividends | 1.27 | 1.09 | 117% |
| Returns for 1 year | 2.74 | 16.72 | 16% |
| Returns for 3 years | 14.32 | 50.29 | 28% |
| Returns for 5 years | 41.34 | 91.84 | 45% |
| Returns for 10 years | 98.33 | 208.47 | 47% |
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