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HILVX vs VFIAX
HILVX vs VFIAX Comparison
Open Charts HILVX vs VFIAX
Harbor Large Cap Value I
Price$22.38
Change+$0.16 (+0.72%)
VolumeN/A
Net Assets1.74B
Vanguard 500 Index Admiral
Price$553.67
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
HILVX vs VFIAX Comparison Chart
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HILVX vs. VFIAX commentary
Jan 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 HILVX is a Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. HILVX (1.74B). VFIAX pays higher dividends than HILVX: VFIAX (1.32) vs HILVX (0.79). HILVX was incepted earlier than VFIAX: HILVX (22 years) vs VFIAX (24 years). HILVX is a more actively managed with annual turnover of: 8.00 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 : 25.54 vs. HILVX (4.78). VFIAX return over 5 years is better than : 80.23 vs. HILVX (27.75).
| HILVX | VFIAX | HILVX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 2.755 | 2.010 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 1.35T | 0% |
| Annual Yield % from dividends | 0.79 | 1.32 | 60% |
| Returns for 1 year | 4.78 | 25.54 | 19% |
| Returns for 3 years | -0.22 | 31.13 | -1% |
| Returns for 5 years | 27.75 | 80.23 | 35% |
| Returns for 10 years | 102.49 | 196.98 | 52% |