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HILVX vs VFIAX
HILVX vs VFIAX Comparison
Open Charts HILVX vs VFIAX
Harbor Large Cap Value I
Price$21.56
Change+$0.17 (+0.79%)
VolumeN/A
Net Assets1.31B
Vanguard 500 Index Admiral
Price$523.02
Change+$3.01 (+0.58%)
VolumeN/A
Net Assets1.33T
HILVX vs VFIAX Comparison Chart
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HILVX vs. VFIAX commentary
May 09, 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: 1.34T vs. HILVX (1.31B). VFIAX pays higher dividends than HILVX: VFIAX (1.36) vs HILVX (0.94). HILVX was incepted earlier than VFIAX: HILVX (23 years) vs VFIAX (25 years). HILVX (1.07) 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 : 8.60 vs. HILVX (-6.00). VFIAX return over 5 years is better than : 92.14 vs. HILVX (45.19).
| HILVX | VFIAX | HILVX / VFIAX | |
| Total Expense Ratio | 1.04 | 0.04 | 2,600% |
| Annual Report Gross Expense Ratio | 1.07 | 0.04 | 2,675% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | -1.430 | -4.178 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31B | 1.34T | 0% |
| Annual Yield % from dividends | 0.94 | 1.36 | 69% |
| Returns for 1 year | -6.00 | 8.60 | -70% |
| Returns for 3 years | 8.88 | 41.15 | 22% |
| Returns for 5 years | 45.19 | 92.14 | 49% |
| Returns for 10 years | 78.24 | 167.68 | 47% |
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