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HAVLX vs VITSX
HAVLX vs VITSX Comparison
Open Charts HAVLX vs VITSX
Harbor Large Cap Value Instl
Price$23.33
Change+$0.19 (+0.82%)
VolumeN/A
Net Assets1.36B
Vanguard Total Stock Market Idx I
Price$159.28
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
HAVLX vs VITSX Comparison Chart in %
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HAVLX vs. VITSX commentary
Sep 29, 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 VITSX is a Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.95T vs. HAVLX (1.36B). HAVLX pays higher dividends than VITSX: HAVLX (1.23) vs VITSX (1.17). HAVLX was incepted earlier than VITSX: HAVLX (38 years) vs VITSX (28 years). HAVLX (0.72) is less costly to investors than VITSX (0.03). HAVLX is a more actively managed with annual turnover of: 11.00 vs. VITSX (2.00). HAVLX has a lower initial minimum investment than VITSX: HAVLX (50000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 15.64 vs. HAVLX (-1.41). VITSX return over 5 years is better than : 96.60 vs. HAVLX (44.42).
| HAVLX | VITSX | HAVLX / VITSX | |
| Total Expense Ratio | 0.69 | 0.03 | 2,300% |
| Annual Report Gross Expense Ratio | 0.72 | 0.03 | 2,400% |
| Fund Existence | 38 years | 28 years | - |
| Gain YTD | 9.444 | 12.977 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 5000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 1.95T | 0% |
| Annual Yield % from dividends | 1.23 | 1.17 | 105% |
| Returns for 1 year | -1.41 | 15.64 | -9% |
| Returns for 3 years | 34.48 | 80.32 | 43% |
| Returns for 5 years | 44.42 | 96.60 | 46% |
| Returns for 10 years | 123.00 | 250.75 | 49% |