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HAVLX vs VFIAX
HAVLX vs VFIAX Comparison
Open Charts HAVLX vs VFIAX
Harbor Large Cap Value Instl
Price$20.49
Change+$0.25 (+1.24%)
VolumeN/A
Net Assets1.15B
Vanguard 500 Index Admiral
Price$635.81
Change-$3.24 (-0.51%)
VolumeN/A
Net Assets1.47T
HAVLX vs VFIAX Comparison Chart in %
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HAVLX vs. VFIAX 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 HAVLX is a Buy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. HAVLX (1.15B). HAVLX pays higher dividends than VFIAX: HAVLX (1.41) vs VFIAX (1.10). 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: 10.00 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 : 14.08 vs. HAVLX (-6.14). VFIAX return over 5 years is better than : 77.32 vs. HAVLX (6.28).
| 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 | 4.701 | 0.628 | 748% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 1.48T | 0% |
| Annual Yield % from dividends | 1.41 | 1.10 | 128% |
| Returns for 1 year | -6.14 | 14.08 | -44% |
| Returns for 3 years | 6.35 | 66.71 | 10% |
| Returns for 5 years | 6.28 | 77.32 | 8% |
| Returns for 10 years | 107.90 | 266.74 | 40% |
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