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HAVLX vs VSMPX
HAVLX vs VSMPX Comparison
Open Charts HAVLX vs VSMPX
Harbor Large Cap Value Instl
Price$23.87
Change+$0.13 (+0.55%)
VolumeN/A
Net Assets1.27B
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.33
Change+$0.93 (+0.30%)
VolumeN/A
Net Assets2.06T
HAVLX vs VSMPX Comparison Chart in %
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HAVLX vs. VSMPX 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 VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. HAVLX (1.27B). HAVLX pays higher dividends than VSMPX: HAVLX (1.30) vs VSMPX (1.12). HAVLX was incepted earlier than VSMPX: HAVLX (38 years) vs VSMPX (11 years). HAVLX (0.72) is less costly to investors than VSMPX (0.02). HAVLX is a more actively managed with annual turnover of: 11.00 vs. VSMPX (2.00). HAVLX has a lower initial minimum investment than VSMPX: HAVLX (50000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 12.70 vs. HAVLX (0.24). VSMPX return over 5 years is better than : 79.39 vs. HAVLX (29.56).
| HAVLX | VSMPX | HAVLX / VSMPX | |
| Total Expense Ratio | 0.69 | 0.02 | 3,450% |
| Annual Report Gross Expense Ratio | 0.72 | 0.02 | 3,600% |
| Fund Existence | 38 years | 11 years | - |
| Gain YTD | 12.372 | 17.371 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 2.06T | 0% |
| Annual Yield % from dividends | 1.30 | 1.12 | 116% |
| Returns for 1 year | 0.24 | 12.70 | 2% |
| Returns for 3 years | 22.62 | 70.86 | 32% |
| Returns for 5 years | 29.56 | 79.39 | 37% |
| Returns for 10 years | 113.79 | 230.39 | 49% |
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