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HILVX vs VFIAX
HILVX vs VFIAX Comparison
Open Charts HILVX vs VFIAX
Harbor Large Cap Value I
Price$23.24
Change-$0.69 (-2.88%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$543.40
Change-$16.50 (-2.95%)
VolumeN/A
CapitalizationN/A
HILVX vs VFIAX Comparison Chart
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HILVX vs. VFIAX commentary
Dec 19, 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 HILVX is a Hold and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. HILVX (1.92B). 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 : 27.64 vs. HILVX (9.18). VFIAX return over 5 years is better than : 88.64 vs. HILVX (39.48).
| 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 | 10.143 | 27.303 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 1.37T | 0% |
| Annual Yield % from dividends | 0.79 | 1.32 | 60% |
| Returns for 1 year | 9.18 | 27.64 | 33% |
| Returns for 3 years | 3.60 | 30.99 | 12% |
| Returns for 5 years | 39.48 | 88.64 | 45% |
| Returns for 10 years | 107.95 | 193.66 | 56% |
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