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HAVLX vs VFINX
HAVLX vs VFINX Comparison
Open Charts HAVLX vs VFINX
Harbor Large Cap Value Instl
Price$20.19
Change+$0.15 (+0.75%)
VolumeN/A
Net Assets1.27B
Vanguard 500 Index Investor
Price$487.72
Change+$0.65 (+0.13%)
VolumeN/A
Net Assets1.32T
HAVLX vs VFINX Comparison Chart
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HAVLX vs. VFINX commentary
Apr 19, 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: 1.32T vs. HAVLX (1.27B). HAVLX pays higher dividends than VFINX: HAVLX (1.31) vs VFINX (1.24). HAVLX was incepted earlier than VFINX: HAVLX (37 years) vs VFINX (49 years). HAVLX (0.73) 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 : 5.23 vs. HAVLX (-6.27). VFINX return over 5 years is better than : 83.84 vs. HAVLX (44.76).
| HAVLX | VFINX | HAVLX / VFINX | |
| Total Expense Ratio | 0.69 | 0.14 | 493% |
| Annual Report Gross Expense Ratio | 0.73 | 0.14 | 521% |
| Fund Existence | 37 years | 49 years | - |
| Gain YTD | -5.570 | -10.142 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 1.32T | 0% |
| Annual Yield % from dividends | 1.31 | 1.24 | 105% |
| Returns for 1 year | -6.27 | 5.23 | -120% |
| Returns for 3 years | -1.92 | 20.37 | -9% |
| Returns for 5 years | 44.76 | 83.84 | 53% |
| Returns for 10 years | 73.85 | 151.95 | 49% |
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