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FXAIX vs HAVLX
FXAIX vs HAVLX Comparison
Open Charts FXAIX vs HAVLX
Harbor Large Cap Value Instl
Price$23.78
Change-$0.09 (-0.38%)
VolumeN/A
Net Assets1.27B
FXAIX vs HAVLX Comparison Chart in %
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FXAIX vs. HAVLX commentary
Dec 13, 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 FXAIX is a StrongBuy and HAVLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 739B vs. HAVLX (1.27B). HAVLX pays higher dividends than FXAIX: HAVLX (1.30) vs FXAIX (1.11). 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: 11.00 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 : 14.62 vs. HAVLX (0.24). FXAIX return over 5 years is better than : 102.21 vs. HAVLX (29.56).
| 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 | 18.478 | 12.372 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 739B | 1.27B | 58,189% |
| Annual Yield % from dividends | 1.11 | 1.30 | 86% |
| Returns for 1 year | 14.62 | 0.24 | 6,077% |
| Returns for 3 years | 80.13 | 22.62 | 354% |
| Returns for 5 years | 102.21 | 29.56 | 346% |
| Returns for 10 years | 274.50 | 113.79 | 241% |
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