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HAVLX vs VFINX
HAVLX vs VFINX Comparison
Open Charts HAVLX vs VFINX
Harbor Large Cap Value Instl
Price$20.15
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets1.18B
Vanguard 500 Index Investor
Price$639.70
Change-$3.42 (-0.53%)
VolumeN/A
Net Assets1.47T
HAVLX vs VFINX Comparison Chart in %
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HAVLX vs. VFINX commentary
Jan 16, 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 Hold and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. HAVLX (1.18B). HAVLX pays higher dividends than VFINX: HAVLX (1.44) vs VFINX (1.02). HAVLX was incepted earlier than VFINX: HAVLX (38 years) vs VFINX (49 years). HAVLX (0.72) is less costly to investors than VFINX (0.14). HAVLX is a more actively managed with annual turnover of: 11.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than HAVLX: VFINX (0) vs HAVLX (50000). VFINX annual gain was more profitable for investors over the last year : 18.64 vs. HAVLX (-4.82). VFINX return over 5 years is better than : 84.11 vs. HAVLX (6.85).
| HAVLX | VFINX | HAVLX / VFINX | |
| Total Expense Ratio | 0.69 | 0.14 | 493% |
| Annual Report Gross Expense Ratio | 0.72 | 0.14 | 514% |
| Fund Existence | 38 years | 49 years | - |
| Gain YTD | 2.964 | 1.228 | 241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 1.48T | 0% |
| Annual Yield % from dividends | 1.44 | 1.02 | 141% |
| Returns for 1 year | -4.82 | 18.64 | -26% |
| Returns for 3 years | 6.93 | 73.54 | 9% |
| Returns for 5 years | 6.85 | 84.11 | 8% |
| Returns for 10 years | 105.83 | 269.28 | 39% |