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HAVLX vs VFINX
HAVLX vs VFINX Comparison
Open Charts HAVLX vs VFINX
Harbor Large Cap Value Instl
Price$23.53
Change-$0.05 (-0.21%)
VolumeN/A
Net Assets1.39B
Vanguard 500 Index Investor
Price$599.48
Change-$1.82 (-0.30%)
VolumeN/A
Net Assets1.37T
HAVLX vs VFINX Comparison Chart in %
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HAVLX vs. VFINX commentary
Sep 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. HAVLX (1.39B). HAVLX pays higher dividends than VFINX: HAVLX (1.23) vs VFINX (1.07). 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 : 17.85 vs. HAVLX (2.20). VFINX return over 5 years is better than : 89.19 vs. HAVLX (41.29).
| 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 | 10.382 | 10.457 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 1.37T | 0% |
| Annual Yield % from dividends | 1.23 | 1.07 | 115% |
| Returns for 1 year | 2.20 | 17.85 | 12% |
| Returns for 3 years | 25.81 | 65.89 | 39% |
| Returns for 5 years | 41.29 | 89.19 | 46% |
| Returns for 10 years | 112.35 | 229.12 | 49% |
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