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HAVLX vs VTSMX
HAVLX vs VTSMX Comparison
Open Charts HAVLX vs VTSMX
Harbor Large Cap Value Instl
Price$21.05
Change-$0.23 (-1.08%)
VolumeN/A
Net Assets1.41B
Vanguard Total Stock Mkt Idx I
Price$131.91
Change-$1.96 (-1.46%)
VolumeN/A
Net Assets1.81T
HAVLX vs VTSMX Comparison Chart
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HAVLX vs. VTSMX commentary
Mar 14, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. HAVLX (1.41B). VTSMX (1.15) and HAVLX (1.10) have matching dividends . HAVLX was incepted earlier than VTSMX: HAVLX (37 years) vs VTSMX (33 years). HAVLX (0.73) is less costly to investors than VTSMX (0.14). HAVLX is a more actively managed with annual turnover of: 11.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than HAVLX: VTSMX (3000) vs HAVLX (50000). VTSMX annual gain was more profitable for investors over the last year : 7.49 vs. HAVLX (-6.42). VTSMX return over 5 years is better than : 103.19 vs. HAVLX (54.17).
| HAVLX | VTSMX | HAVLX / VTSMX | |
| Total Expense Ratio | 0.69 | 0.14 | 493% |
| Annual Report Gross Expense Ratio | 0.73 | 0.14 | 521% |
| Fund Existence | 37 years | 33 years | - |
| Gain YTD | -2.002 | -5.057 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 1.81T | 0% |
| Annual Yield % from dividends | 1.10 | 1.15 | 96% |
| Returns for 1 year | -6.42 | 7.49 | -86% |
| Returns for 3 years | 6.30 | 31.43 | 20% |
| Returns for 5 years | 54.17 | 103.19 | 52% |
| Returns for 10 years | 83.28 | 163.63 | 51% |