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HAVLX vs VFINX
HAVLX vs VFINX Comparison
Open Charts HAVLX vs VFINX
Harbor Large Cap Value Instl
Price$24.58
Change+$0.21 (+0.86%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$551.85
Change+$1.93 (+0.35%)
VolumeN/A
CapitalizationN/A
HAVLX vs VFINX Comparison Chart
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HAVLX vs. VFINX commentary
Nov 23, 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 StrongBuy and VFINX is a StrongSell.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.28T vs. HAVLX (1.96B). 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 : 30.57 vs. HAVLX (19.79). VFINX return over 5 years is better than : 91.24 vs. HAVLX (50.67).
| 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 | 13.995 | 25.011 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.96B | 1.28T | 0% |
| Annual Yield % from dividends | 1.12 | 1.24 | 90% |
| Returns for 1 year | 19.79 | 30.57 | 65% |
| Returns for 3 years | 4.87 | 27.07 | 18% |
| Returns for 5 years | 50.67 | 91.24 | 56% |
| Returns for 10 years | 100.77 | 189.02 | 53% |
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