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HAVLX vs VFINX
HAVLX vs VFINX Comparison
Open Charts HAVLX vs VFINX
Harbor Large Cap Value Instl
Price$23.15
Change+$0.26 (+1.14%)
VolumeN/A
Net Assets1.32B
Vanguard 500 Index Investor
Price$621.99
Change+$6.57 (+1.07%)
VolumeN/A
Net Assets1.41T
HAVLX vs VFINX Comparison Chart in %
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HAVLX vs. VFINX commentary
Oct 21, 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 Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. HAVLX (1.32B). HAVLX pays higher dividends than VFINX: HAVLX (1.31) vs VFINX (1.05). 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 : 13.69 vs. HAVLX (-4.74). VFINX return over 5 years is better than : 94.23 vs. HAVLX (33.84).
| 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 | 7.758 | 13.407 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 1.41T | 0% |
| Annual Yield % from dividends | 1.31 | 1.05 | 125% |
| Returns for 1 year | -4.74 | 13.69 | -35% |
| Returns for 3 years | 28.33 | 77.79 | 36% |
| Returns for 5 years | 33.84 | 94.23 | 36% |
| Returns for 10 years | 98.93 | 221.62 | 45% |
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