HAVLX
Price
$23.17
Change
+$0.06 (+0.26%)
Updated
Jul 25 closing price
Net Assets
1.39B
VSMPX
Price
$286.40
Change
+$1.25 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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HAVLX vs VSMPX

Header iconHAVLX vs VSMPX Comparison
Open Charts HAVLX vs VSMPXBanner chart's image
Harbor Large Cap Value Instl
Price$23.17
Change+$0.06 (+0.26%)
VolumeN/A
Net Assets1.39B
Vanguard Total Stock Mkt Idx Instl Pls
Price$286.40
Change+$1.25 (+0.44%)
VolumeN/A
Net Assets1.91T
HAVLX vs VSMPX Comparison Chart in %
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HAVLX vs. VSMPX commentary
Jul 28, 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 Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. HAVLX (1.39B). HAVLX pays higher dividends than VSMPX: HAVLX (1.29) vs VSMPX (1.22). HAVLX was incepted earlier than VSMPX: HAVLX (38 years) vs VSMPX (10 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 : 17.76 vs. HAVLX (0.90). VSMPX return over 5 years is better than : 93.61 vs. HAVLX (46.21).
HAVLXVSMPXHAVLX / VSMPX
Total Expense Ratio0.690.023,450%
Annual Report Gross Expense Ratio0.720.023,600%
Fund Existence38 years10 years-
Gain YTD8.6938.298105%
Front LoadN/AN/A-
Min. Initial Investment500001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.39B1.91T0%
Annual Yield % from dividends1.291.22105%
Returns for 1 year0.9017.765%
Returns for 3 years21.8660.6736%
Returns for 5 years46.2193.6149%
Returns for 10 years99.34192.0952%
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