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HAVLX vs VTSAX
HAVLX vs VTSAX Comparison
Open Charts HAVLX vs VTSAX
Harbor Large Cap Value Instl
Price$22.47
Change+$0.14 (+0.63%)
VolumeN/A
Net Assets1.74B
Vanguard Total Stock Mkt Idx Adm
Price$145.39
Change-$0.74 (-0.51%)
VolumeN/A
Net Assets1.78T
HAVLX vs VTSAX Comparison Chart
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HAVLX vs. VTSAX commentary
Feb 01, 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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. HAVLX (1.74B). VTSAX pays higher dividends than HAVLX: VTSAX (1.35) vs HAVLX (1.12). HAVLX was incepted earlier than VTSAX: HAVLX (37 years) vs VTSAX (24 years). HAVLX is a more actively managed with annual turnover of: 8.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than HAVLX: VTSAX (3000) vs HAVLX (50000). VTSAX annual gain was more profitable for investors over the last year : 24.49 vs. HAVLX (4.27). VTSAX return over 5 years is better than : 83.08 vs. HAVLX (34.46).
| HAVLX | VTSAX | HAVLX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 24 years | - |
| Gain YTD | 3.957 | 2.992 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 1.78T | 0% |
| Annual Yield % from dividends | 1.12 | 1.35 | 83% |
| Returns for 1 year | 4.27 | 24.49 | 17% |
| Returns for 3 years | 3.63 | 31.85 | 11% |
| Returns for 5 years | 34.46 | 83.08 | 41% |
| Returns for 10 years | 106.12 | 197.28 | 54% |
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