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HAVLX vs VFINX
HAVLX vs VFINX Comparison
Open Charts HAVLX vs VFINX
Harbor Large Cap Value Instl
Price$21.75
Change+$0.14 (+0.65%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$557.32
Change+$6.08 (+1.10%)
VolumeN/A
CapitalizationN/A
HAVLX vs VFINX Comparison Chart
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HAVLX vs. VFINX commentary
Dec 26, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. HAVLX (1.92B). 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 : 27.14 vs. HAVLX (2.79). VFINX return over 5 years is better than : 86.60 vs. HAVLX (28.64).
| 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 | 2.079 | 26.707 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 1.37T | 0% |
| Annual Yield % from dividends | 1.12 | 1.24 | 90% |
| Returns for 1 year | 2.79 | 27.14 | 10% |
| Returns for 3 years | -2.81 | 27.92 | -10% |
| Returns for 5 years | 28.64 | 86.60 | 33% |
| Returns for 10 years | 92.59 | 189.72 | 49% |
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