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HAVLX vs VFINX
HAVLX vs VFINX Comparison
Open Charts HAVLX vs VFINX
Harbor Large Cap Value Instl
Price$23.33
Change+$0.19 (+0.82%)
VolumeN/A
Net Assets1.36B
Vanguard 500 Index Investor
Price$614.79
Change+$3.62 (+0.59%)
VolumeN/A
Net Assets1.37T
HAVLX vs VFINX Comparison Chart in %
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HAVLX vs. VFINX commentary
Sep 29, 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: 1.37T vs. HAVLX (1.36B). 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 : 15.68 vs. HAVLX (-1.41). VFINX return over 5 years is better than : 101.44 vs. HAVLX (44.42).
| 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 | 9.444 | 13.277 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 1.37T | 0% |
| Annual Yield % from dividends | 1.23 | 1.07 | 115% |
| Returns for 1 year | -1.41 | 15.68 | -9% |
| Returns for 3 years | 34.48 | 82.90 | 42% |
| Returns for 5 years | 44.42 | 101.44 | 44% |
| Returns for 10 years | 123.00 | 254.18 | 48% |
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