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HAVLX vs VFINX
HAVLX vs VFINX Comparison
Open Charts HAVLX vs VFINX
Harbor Large Cap Value Instl
Price$24.02
Change-$0.18 (-0.74%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$527.69
Change-$1.02 (-0.19%)
VolumeN/A
CapitalizationN/A
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HAVLX vs VFINX Comparison Chart
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HAVLX vs. VFINX commentary
Sep 21, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.24T vs. HAVLX (1.99B). 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 : 26.44 vs. HAVLX (19.38). VFINX return over 5 years is better than : 87.66 vs. HAVLX (51.99).
| 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 | 11.073 | 18.164 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.99B | 1.24T | 0% |
| Annual Yield % from dividends | 1.12 | 1.24 | 90% |
| Returns for 1 year | 19.38 | 26.44 | 73% |
| Returns for 3 years | 6.29 | 26.77 | 23% |
| Returns for 5 years | 51.99 | 87.66 | 59% |
| Returns for 10 years | 100.54 | 182.14 | 55% |
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