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HAVLX vs VTSAX
HAVLX vs VTSAX Comparison
Open Charts HAVLX vs VTSAX
Harbor Large Cap Value Instl
Price$21.26
Change+$0.17 (+0.81%)
VolumeN/A
Net Assets1.31B
Vanguard Total Stock Mkt Idx Adm
Price$135.40
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
HAVLX vs VTSAX Comparison Chart
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HAVLX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. HAVLX (1.31B). VTSAX (1.36) and HAVLX (1.34) have matching dividends . HAVLX was incepted earlier than VTSAX: HAVLX (37 years) vs VTSAX (25 years). HAVLX (0.72) is less costly to investors than VTSAX (0.04). HAVLX is a more actively managed with annual turnover of: 11.00 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 : 7.85 vs. HAVLX (-5.76). VTSAX return over 5 years is better than : 87.93 vs. HAVLX (46.16).
| HAVLX | VTSAX | HAVLX / VTSAX | |
| Total Expense Ratio | 0.69 | 0.04 | 1,725% |
| Annual Report Gross Expense Ratio | 0.72 | 0.04 | 1,800% |
| Fund Existence | 37 years | 25 years | - |
| Gain YTD | -1.361 | -4.657 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31B | 1.72T | 0% |
| Annual Yield % from dividends | 1.34 | 1.36 | 98% |
| Returns for 1 year | -5.76 | 7.85 | -73% |
| Returns for 3 years | 9.42 | 39.39 | 24% |
| Returns for 5 years | 46.16 | 87.93 | 52% |
| Returns for 10 years | 79.98 | 163.37 | 49% |
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