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HAVLX vs VFIAX
HAVLX vs VFIAX Comparison
Open Charts HAVLX vs VFIAX
Harbor Large Cap Value Instl
Price$23.78
Change-$0.09 (-0.38%)
VolumeN/A
Net Assets1.27B
Vanguard 500 Index Admiral
Price$631.61
Change-$6.77 (-1.06%)
VolumeN/A
Net Assets1.48T
HAVLX vs VFIAX Comparison Chart in %
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HAVLX vs. VFIAX 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 HAVLX is a StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. HAVLX (1.27B). HAVLX pays higher dividends than VFIAX: HAVLX (1.30) vs VFIAX (1.11). HAVLX was incepted earlier than VFIAX: HAVLX (38 years) vs VFIAX (25 years). HAVLX (0.72) is less costly to investors than VFIAX (0.04). HAVLX is a more actively managed with annual turnover of: 11.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than HAVLX: VFIAX (3000) vs HAVLX (50000). VFIAX annual gain was more profitable for investors over the last year : 13.47 vs. HAVLX (0.24). VFIAX return over 5 years is better than : 88.49 vs. HAVLX (29.56).
| HAVLX | VFIAX | HAVLX / VFIAX | |
| Total Expense Ratio | 0.69 | 0.04 | 1,725% |
| Annual Report Gross Expense Ratio | 0.72 | 0.04 | 1,800% |
| Fund Existence | 38 years | 25 years | - |
| Gain YTD | 12.372 | 17.659 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 1.48T | 0% |
| Annual Yield % from dividends | 1.30 | 1.11 | 117% |
| Returns for 1 year | 0.24 | 13.47 | 2% |
| Returns for 3 years | 22.62 | 73.01 | 31% |
| Returns for 5 years | 29.56 | 88.49 | 33% |
| Returns for 10 years | 113.79 | 241.20 | 47% |