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HAVLX vs VTSMX
HAVLX vs VTSMX Comparison
Open Charts HAVLX vs VTSMX
Harbor Large Cap Value Instl
Price$20.19
Change+$0.15 (+0.75%)
VolumeN/A
Net Assets1.27B
Vanguard Total Stock Mkt Idx I
Price$125.95
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
HAVLX vs VTSMX Comparison Chart
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HAVLX vs. VTSMX commentary
Apr 19, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. HAVLX (1.27B). HAVLX (1.31) and VTSMX (1.25) 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 : 4.59 vs. HAVLX (-6.27). VTSMX return over 5 years is better than : 81.35 vs. HAVLX (44.76).
| 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 | -5.570 | -10.648 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 1.7T | 0% |
| Annual Yield % from dividends | 1.31 | 1.25 | 105% |
| Returns for 1 year | -6.27 | 4.59 | -137% |
| Returns for 3 years | -1.92 | 17.80 | -11% |
| Returns for 5 years | 44.76 | 81.35 | 55% |
| Returns for 10 years | 73.85 | 146.23 | 51% |
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