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HAVLX vs VSTSX
HAVLX vs VSTSX Comparison
Open Charts HAVLX vs VSTSX
Harbor Large Cap Value Instl
Price$21.26
Change+$0.17 (+0.81%)
VolumeN/A
Net Assets1.31B
Vanguard Total Stock Mkt Idx Instl Sel
Price$266.64
Change+$1.93 (+0.73%)
VolumeN/A
Net Assets1.72T
HAVLX vs VSTSX Comparison Chart
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HAVLX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.72T vs. HAVLX (1.31B). VSTSX (1.38) and HAVLX (1.34) have matching dividends . HAVLX was incepted earlier than VSTSX: HAVLX (37 years) vs VSTSX (9 years). HAVLX (0.72) is less costly to investors than VSTSX (0.01). HAVLX is a more actively managed with annual turnover of: 11.00 vs. VSTSX (2.00). HAVLX has a lower initial minimum investment than VSTSX: HAVLX (50000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 7.87 vs. HAVLX (-5.76). VSTSX return over 5 years is better than : 88.05 vs. HAVLX (46.16).
| HAVLX | VSTSX | HAVLX / VSTSX | |
| Total Expense Ratio | 0.69 | 0.01 | 6,900% |
| Annual Report Gross Expense Ratio | 0.72 | 0.01 | 7,200% |
| Fund Existence | 37 years | 9 years | - |
| Gain YTD | -1.361 | -4.647 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31B | 1.72T | 0% |
| Annual Yield % from dividends | 1.34 | 1.38 | 97% |
| Returns for 1 year | -5.76 | 7.87 | -73% |
| Returns for 3 years | 9.42 | 39.48 | 24% |
| Returns for 5 years | 46.16 | 88.05 | 52% |
| Returns for 10 years | 79.98 | N/A | - |
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