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FXAIX vs HAVLX
FXAIX vs HAVLX Comparison
Open Charts FXAIX vs HAVLX
Harbor Large Cap Value Instl
Price$22.89
Change+$0.13 (+0.57%)
VolumeN/A
Net Assets1.32B
FXAIX vs HAVLX Comparison Chart in %
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FXAIX vs. HAVLX commentary
Oct 19, 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 Hold and HAVLX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 723B vs. HAVLX (1.32B). HAVLX pays higher dividends than FXAIX: HAVLX (1.31) vs FXAIX (1.12). FXAIX was incepted earlier than HAVLX: FXAIX (14 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 : 14.93 vs. HAVLX (-4.39). FXAIX return over 5 years is better than : 104.83 vs. HAVLX (32.58).
| FXAIX | HAVLX | FXAIX / HAVLX | |
| Total Expense Ratio | 0.01 | 0.69 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.72 | 2% |
| Fund Existence | 14 years | 38 years | - |
| Gain YTD | 13.832 | 7.758 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 723B | 1.32B | 54,939% |
| Annual Yield % from dividends | 1.12 | 1.31 | 86% |
| Returns for 1 year | 14.93 | -4.39 | -340% |
| Returns for 3 years | 86.18 | 27.71 | 311% |
| Returns for 5 years | 104.83 | 32.58 | 322% |
| Returns for 10 years | 259.62 | 102.77 | 253% |
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