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HAVLX vs VFINX
HAVLX vs VFINX Comparison
Open Charts HAVLX vs VFINX
Harbor Large Cap Value Instl
Price$22.73
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets1.23B
Vanguard 500 Index Investor
Price$611.61
Change-$5.05 (-0.82%)
VolumeN/A
Net Assets1.46T
HAVLX vs VFINX Comparison Chart in %
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HAVLX vs. VFINX commentary
Nov 20, 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.46T vs. HAVLX (1.23B). HAVLX pays higher dividends than VFINX: HAVLX (1.33) vs VFINX (1.02). 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 : 13.25 vs. HAVLX (-4.55). VFINX return over 5 years is better than : 86.39 vs. HAVLX (27.00).
| 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 | 7.005 | 13.636 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 1.46T | 0% |
| Annual Yield % from dividends | 1.33 | 1.02 | 130% |
| Returns for 1 year | -4.55 | 13.25 | -34% |
| Returns for 3 years | 16.93 | 68.34 | 25% |
| Returns for 5 years | 27.00 | 86.39 | 31% |
| Returns for 10 years | 96.57 | 219.42 | 44% |
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