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HAVLX vs VFIAX
HAVLX vs VFIAX Comparison
Open Charts HAVLX vs VFIAX
Harbor Large Cap Value Instl
Price$22.89
Change+$0.13 (+0.57%)
VolumeN/A
Net Assets1.32B
Vanguard 500 Index Admiral
Price$615.34
Change+$3.24 (+0.53%)
VolumeN/A
Net Assets1.41T
HAVLX vs VFIAX Comparison Chart in %
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HAVLX vs. VFIAX 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 HAVLX is a Buy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. HAVLX (1.32B). HAVLX pays higher dividends than VFIAX: HAVLX (1.31) vs VFIAX (1.14). 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 : 14.15 vs. HAVLX (-4.39). VFIAX return over 5 years is better than : 91.55 vs. HAVLX (32.58).
| 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 | 7.758 | 13.413 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 1.41T | 0% |
| Annual Yield % from dividends | 1.31 | 1.14 | 115% |
| Returns for 1 year | -4.39 | 14.15 | -31% |
| Returns for 3 years | 27.71 | 79.39 | 35% |
| Returns for 5 years | 32.58 | 91.55 | 36% |
| Returns for 10 years | 102.77 | 228.70 | 45% |
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