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HAVLX vs VFINX
HAVLX vs VFINX Comparison
Open Charts HAVLX vs VFINX
Harbor Large Cap Value Instl
Price$22.47
Change+$0.14 (+0.63%)
VolumeN/A
Net Assets1.74B
Vanguard 500 Index Investor
Price$560.68
Change+$2.95 (+0.53%)
VolumeN/A
Net Assets1.35T
HAVLX vs VFINX Comparison Chart
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HAVLX vs. VFINX commentary
Feb 01, 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 VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.35T vs. HAVLX (1.74B). VFINX pays higher dividends than HAVLX: VFINX (1.24) vs HAVLX (1.12). HAVLX was incepted earlier than VFINX: HAVLX (37 years) vs VFINX (48 years). HAVLX is a more actively managed with annual turnover of: 8.00 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 : 24.72 vs. HAVLX (4.27). VFINX return over 5 years is better than : 87.33 vs. HAVLX (34.46).
| HAVLX | VFINX | HAVLX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 48 years | - |
| Gain YTD | 3.957 | 2.743 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 1.35T | 0% |
| Annual Yield % from dividends | 1.12 | 1.24 | 90% |
| Returns for 1 year | 4.27 | 24.72 | 17% |
| Returns for 3 years | 3.63 | 33.85 | 11% |
| Returns for 5 years | 34.46 | 87.33 | 39% |
| Returns for 10 years | 106.12 | 199.31 | 53% |
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