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HAVLX vs VSTSX
HAVLX vs VSTSX Comparison
Open Charts HAVLX vs VSTSX
Harbor Large Cap Value Instl
Price$24.58
Change+$0.21 (+0.86%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$284.30
Change+$1.52 (+0.54%)
VolumeN/A
CapitalizationN/A
HAVLX vs VSTSX Comparison Chart
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HAVLX vs. VSTSX 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 VSTSX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.73T vs. HAVLX (1.96B). VSTSX pays higher dividends than HAVLX: VSTSX (1.36) vs HAVLX (1.12). HAVLX was incepted earlier than VSTSX: HAVLX (37 years) vs VSTSX (8 years). HAVLX is a more actively managed with annual turnover of: 8.00 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 : 31.21 vs. HAVLX (19.79). VSTSX return over 5 years is better than : 87.30 vs. HAVLX (50.67).
| HAVLX | VSTSX | HAVLX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 8 years | - |
| Gain YTD | 13.995 | 24.454 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 5000000000 | 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 | 31.21 | 63% |
| Returns for 3 years | 4.87 | 23.19 | 21% |
| Returns for 5 years | 50.67 | 87.30 | 58% |
| Returns for 10 years | 100.77 | N/A | - |
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