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FXAIX vs HAVLX
FXAIX vs HAVLX Comparison
Open Charts FXAIX vs HAVLX
Harbor Large Cap Value Instl
Price$20.49
Change+$0.25 (+1.24%)
VolumeN/A
Net Assets1.15B
FXAIX vs HAVLX Comparison Chart in %
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FXAIX vs. HAVLX commentary
Feb 05, 2026
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 FXAIX is a Hold and HAVLX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 753B vs. HAVLX (1.15B). HAVLX pays higher dividends than FXAIX: HAVLX (1.41) vs FXAIX (1.10). FXAIX was incepted earlier than HAVLX: FXAIX (15 years) vs HAVLX (38 years). HAVLX (0.72) is less costly to investors than FXAIX (0.01). HAVLX is a more actively managed with annual turnover of: 10.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than HAVLX: FXAIX (0) vs HAVLX (50000). FXAIX annual gain was more profitable for investors over the last year : 16.01 vs. HAVLX (-6.14). FXAIX return over 5 years is better than : 91.34 vs. HAVLX (6.28).
| FXAIX | HAVLX | FXAIX / HAVLX | |
| Total Expense Ratio | 0.01 | 0.69 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.72 | 2% |
| Fund Existence | 15 years | 38 years | - |
| Gain YTD | 1.144 | 4.701 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 753B | 1.15B | 65,592% |
| Annual Yield % from dividends | 1.10 | 1.41 | 78% |
| Returns for 1 year | 16.01 | -6.14 | -261% |
| Returns for 3 years | 74.47 | 6.35 | 1,174% |
| Returns for 5 years | 91.34 | 6.28 | 1,454% |
| Returns for 10 years | 307.53 | 107.90 | 285% |
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