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HAVLX vs VFINX
HAVLX vs VFINX Comparison
Open Charts HAVLX vs VFINX
Harbor Large Cap Value Instl
Price$23.12
Change-$0.23 (-0.99%)
VolumeN/A
Net Assets1.26B
Vanguard 500 Index Investor
Price$622.49
Change-$10.47 (-1.65%)
VolumeN/A
Net Assets1.46T
HAVLX vs VFINX Comparison Chart in %
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HAVLX vs. VFINX commentary
Nov 14, 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.46T vs. HAVLX (1.26B). HAVLX pays higher dividends than VFINX: HAVLX (1.33) 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 : 14.54 vs. HAVLX (-2.75). VFINX return over 5 years is better than : 91.22 vs. HAVLX (30.19).
| 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 | 9.924 | 16.640 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 1.46T | 0% |
| Annual Yield % from dividends | 1.33 | 1.02 | 130% |
| Returns for 1 year | -2.75 | 14.54 | -19% |
| Returns for 3 years | 18.07 | 71.72 | 25% |
| Returns for 5 years | 30.19 | 91.22 | 33% |
| Returns for 10 years | 107.37 | 238.83 | 45% |
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