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HRLVX vs VFIAX
HRLVX vs VFIAX Comparison
Open Charts HRLVX vs VFIAX
Harbor Large Cap Value Admin
Price$21.69
Change-$0.08 (-0.37%)
VolumeN/A
Net Assets1.36B
Vanguard 500 Index Admiral
Price$539.98
Change-$0.23 (-0.04%)
VolumeN/A
Net Assets1.33T
HRLVX vs VFIAX Comparison Chart
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HRLVX vs. VFIAX commentary
May 23, 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 HRLVX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. HRLVX (1.37B). VFIAX pays higher dividends than HRLVX: VFIAX (1.36) vs HRLVX (1.01). HRLVX was incepted earlier than VFIAX: HRLVX (23 years) vs VFIAX (25 years). HRLVX (0.97) is less costly to investors than VFIAX (0.04). HRLVX is a more actively managed with annual turnover of: 11.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than HRLVX: VFIAX (3000) vs HRLVX (50000). VFIAX annual gain was more profitable for investors over the last year : 11.66 vs. HRLVX (-3.06). VFIAX return over 5 years is better than : 100.87 vs. HRLVX (52.09).
| HRLVX | VFIAX | HRLVX / VFIAX | |
| Total Expense Ratio | 0.94 | 0.04 | 2,350% |
| Annual Report Gross Expense Ratio | 0.97 | 0.04 | 2,425% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 3.437 | 1.173 | 293% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 1.34T | 0% |
| Annual Yield % from dividends | 1.01 | 1.36 | 74% |
| Returns for 1 year | -3.06 | 11.66 | -26% |
| Returns for 3 years | 13.82 | 52.32 | 26% |
| Returns for 5 years | 52.09 | 100.87 | 52% |
| Returns for 10 years | 84.72 | 179.59 | 47% |
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