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HAVLX vs VTSMX
HAVLX vs VTSMX Comparison
Open Charts HAVLX vs VTSMX
Harbor Large Cap Value Instl
Price$22.47
Change+$0.14 (+0.63%)
VolumeN/A
Net Assets1.74B
Vanguard Total Stock Mkt Idx I
Price$146.10
Change+$0.89 (+0.61%)
VolumeN/A
Net Assets1.78T
HAVLX vs VTSMX Comparison Chart
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HAVLX vs. VTSMX commentary
Feb 01, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. HAVLX (1.74B). 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 : 24.48 vs. HAVLX (4.27). VTSMX return over 5 years is better than : 83.05 vs. HAVLX (34.46).
| 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 | 3.957 | 2.986 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 1.78T | 0% |
| Annual Yield % from dividends | 1.12 | 1.26 | 88% |
| Returns for 1 year | 4.27 | 24.48 | 17% |
| Returns for 3 years | 3.63 | 31.83 | 11% |
| Returns for 5 years | 34.46 | 83.05 | 41% |
| Returns for 10 years | 106.12 | 196.61 | 54% |
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