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HAVLX vs VFINX
HAVLX vs VFINX Comparison
Open Charts HAVLX vs VFINX
Harbor Large Cap Value Instl
Price$21.26
Change+$0.17 (+0.81%)
VolumeN/A
Net Assets1.31B
Vanguard 500 Index Investor
Price$523.06
Change+$3.01 (+0.58%)
VolumeN/A
Net Assets1.33T
HAVLX vs VFINX Comparison Chart
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HAVLX vs. VFINX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.34T vs. HAVLX (1.31B). HAVLX pays higher dividends than VFINX: HAVLX (1.34) vs VFINX (1.25). HAVLX was incepted earlier than VFINX: HAVLX (37 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 : 8.59 vs. HAVLX (-5.76). VFINX return over 5 years is better than : 92.15 vs. HAVLX (46.16).
| HAVLX | VFINX | HAVLX / VFINX | |
| Total Expense Ratio | 0.69 | 0.14 | 493% |
| Annual Report Gross Expense Ratio | 0.72 | 0.14 | 514% |
| Fund Existence | 37 years | 49 years | - |
| Gain YTD | -1.361 | -4.186 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31B | 1.34T | 0% |
| Annual Yield % from dividends | 1.34 | 1.25 | 107% |
| Returns for 1 year | -5.76 | 8.59 | -67% |
| Returns for 3 years | 9.42 | 41.15 | 23% |
| Returns for 5 years | 46.16 | 92.15 | 50% |
| Returns for 10 years | 79.98 | 167.70 | 48% |
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