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HAVLX vs VTSMX
HAVLX vs VTSMX Comparison
Open Charts HAVLX vs VTSMX
Harbor Large Cap Value Instl
Price$21.75
Change+$0.14 (+0.65%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.64
Change+$1.55 (+1.08%)
VolumeN/A
CapitalizationN/A
HAVLX vs VTSMX Comparison Chart
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HAVLX vs. VTSMX commentary
Dec 26, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. HAVLX (1.92B). VTSMX pays higher dividends than HAVLX: VTSMX (1.26) vs HAVLX (1.12). HAVLX was incepted earlier than VTSMX: HAVLX (37 years) vs VTSMX (33 years). HAVLX is a more actively managed with annual turnover of: 8.00 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 : 25.71 vs. HAVLX (2.79). VTSMX return over 5 years is better than : 81.67 vs. HAVLX (28.64).
| HAVLX | VTSMX | HAVLX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 33 years | - |
| Gain YTD | 2.079 | 25.355 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 1.84T | 0% |
| Annual Yield % from dividends | 1.12 | 1.26 | 88% |
| Returns for 1 year | 2.79 | 25.71 | 11% |
| Returns for 3 years | -2.81 | 24.27 | -12% |
| Returns for 5 years | 28.64 | 81.67 | 35% |
| Returns for 10 years | 92.59 | 186.91 | 50% |
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