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HAVLX vs VTSMX
HAVLX vs VTSMX Comparison
Open Charts HAVLX vs VTSMX
Harbor Large Cap Value Instl
Price$23.53
Change-$0.05 (-0.21%)
VolumeN/A
Net Assets1.38B
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
HAVLX vs VTSMX Comparison Chart in %
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HAVLX vs. VTSMX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. HAVLX (1.38B). HAVLX pays higher dividends than VTSMX: HAVLX (1.23) vs VTSMX (1.07). HAVLX was incepted earlier than VTSMX: HAVLX (38 years) vs VTSMX (33 years). HAVLX (0.72) 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 : 18.03 vs. HAVLX (2.20). VTSMX return over 5 years is better than : 84.94 vs. HAVLX (41.29).
| HAVLX | VTSMX | HAVLX / VTSMX | |
| Total Expense Ratio | 0.69 | 0.14 | 493% |
| Annual Report Gross Expense Ratio | 0.72 | 0.14 | 514% |
| Fund Existence | 38 years | 33 years | - |
| Gain YTD | 10.382 | 10.330 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 1.95T | 0% |
| Annual Yield % from dividends | 1.23 | 1.07 | 115% |
| Returns for 1 year | 2.20 | 18.03 | 12% |
| Returns for 3 years | 25.81 | 63.63 | 41% |
| Returns for 5 years | 41.29 | 84.94 | 49% |
| Returns for 10 years | 112.35 | 224.15 | 50% |
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