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HAVLX vs VFINX
HAVLX vs VFINX Comparison
Open Charts HAVLX vs VFINX
Harbor Large Cap Value Instl
Price$23.17
Change+$0.06 (+0.26%)
VolumeN/A
Net Assets1.39B
Vanguard 500 Index Investor
Price$589.96
Change+$2.36 (+0.40%)
VolumeN/A
Net Assets1.49T
HAVLX vs VFINX Comparison Chart in %
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HAVLX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.49T vs. HAVLX (1.39B). HAVLX pays higher dividends than VFINX: HAVLX (1.29) vs VFINX (1.12). 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 : 18.40 vs. HAVLX (0.90). VFINX return over 5 years is better than : 98.86 vs. HAVLX (46.21).
| 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 | 8.693 | 8.702 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 1.49T | 0% |
| Annual Yield % from dividends | 1.29 | 1.12 | 115% |
| 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 | 205.63 | 48% |
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