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HAVLX vs VFINX
HAVLX vs VFINX Comparison
Open Charts HAVLX vs VFINX
Harbor Large Cap Value Instl
Price$21.05
Change-$0.23 (-1.08%)
VolumeN/A
Net Assets1.41B
Vanguard 500 Index Investor
Price$510.80
Change-$7.16 (-1.38%)
VolumeN/A
Net Assets1.4T
HAVLX vs VFINX Comparison Chart
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HAVLX vs. VFINX 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.4T vs. HAVLX (1.41B). VFINX (1.12) and HAVLX (1.10) have matching dividends . HAVLX was incepted earlier than VFINX: HAVLX (37 years) vs VFINX (49 years). HAVLX (0.73) 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 : 8.45 vs. HAVLX (-6.42). VFINX return over 5 years is better than : 107.29 vs. HAVLX (54.17).
| HAVLX | VFINX | HAVLX / VFINX | |
| Total Expense Ratio | 0.69 | 0.14 | 493% |
| Annual Report Gross Expense Ratio | 0.73 | 0.14 | 521% |
| Fund Existence | 37 years | 49 years | - |
| Gain YTD | -2.002 | -4.583 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 1.4T | 0% |
| Annual Yield % from dividends | 1.10 | 1.12 | 98% |
| Returns for 1 year | -6.42 | 8.45 | -76% |
| Returns for 3 years | 6.30 | 34.22 | 18% |
| Returns for 5 years | 54.17 | 107.29 | 50% |
| Returns for 10 years | 83.28 | 169.03 | 49% |