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HILVX vs VFIAX
HILVX vs VFIAX Comparison
Open Charts HILVX vs VFIAX
Harbor Large Cap Value I
Price$20.72
Change+$1.44 (+7.47%)
VolumeN/A
Net Assets1.21B
Vanguard 500 Index Admiral
Price$503.56
Change+$43.76 (+9.52%)
VolumeN/A
Net Assets1.32T
HILVX vs VFIAX Comparison Chart
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HILVX vs. VFIAX commentary
Apr 11, 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 HILVX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. HILVX (1.21B). VFIAX pays higher dividends than HILVX: VFIAX (1.35) vs HILVX (0.92). HILVX was incepted earlier than VFIAX: HILVX (22 years) vs VFIAX (24 years). HILVX (1.09) is less costly to investors than VFIAX (0.04). HILVX is a more actively managed with annual turnover of: 11.00 vs. VFIAX (2.00). HILVX has a lower initial minimum investment than VFIAX: HILVX (2500) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : -4.34 vs. HILVX (-15.86). VFIAX return over 5 years is better than : 78.64 vs. HILVX (36.10).
| HILVX | VFIAX | HILVX / VFIAX | |
| Total Expense Ratio | 1.05 | 0.04 | 2,625% |
| Annual Report Gross Expense Ratio | 1.09 | 0.04 | 2,725% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | -11.153 | -15.273 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 1.32T | 0% |
| Annual Yield % from dividends | 0.92 | 1.35 | 68% |
| Returns for 1 year | -15.86 | -4.34 | 366% |
| Returns for 3 years | -9.23 | 11.08 | -83% |
| Returns for 5 years | 36.10 | 78.64 | 46% |
| Returns for 10 years | 61.70 | 137.38 | 45% |