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HAVLX vs VSMPX
HAVLX vs VSMPX Comparison
Open Charts HAVLX vs VSMPX
Harbor Large Cap Value Instl
Price$24.58
Change+$0.21 (+0.86%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.87
Change+$1.44 (+0.53%)
VolumeN/A
CapitalizationN/A
HAVLX vs VSMPX Comparison Chart
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HAVLX vs. VSMPX 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 VSMPX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. HAVLX (1.96B). VSMPX pays higher dividends than HAVLX: VSMPX (1.36) vs HAVLX (1.12). HAVLX was incepted earlier than VSMPX: HAVLX (37 years) vs VSMPX (10 years). HAVLX is a more actively managed with annual turnover of: 8.00 vs. VSMPX (2.00). HAVLX has a lower initial minimum investment than VSMPX: HAVLX (50000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 31.19 vs. HAVLX (19.79). VSMPX return over 5 years is better than : 87.25 vs. HAVLX (50.67).
| HAVLX | VSMPX | HAVLX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 10 years | - |
| Gain YTD | 13.995 | 24.446 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.96B | 1.73T | 0% |
| Annual Yield % from dividends | 1.12 | 1.36 | 82% |
| Returns for 1 year | 19.79 | 31.19 | 63% |
| Returns for 3 years | 4.87 | 23.16 | 21% |
| Returns for 5 years | 50.67 | 87.25 | 58% |
| Returns for 10 years | 100.77 | N/A | - |
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