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HAVLX vs VSTSX
HAVLX vs VSTSX Comparison
Open Charts HAVLX vs VSTSX
Harbor Large Cap Value Instl
Price$23.53
Change-$0.05 (-0.21%)
VolumeN/A
Net Assets1.38B
Vanguard Total Stock Mkt Idx Instl Sel
Price$306.33
Change-$0.60 (-0.20%)
VolumeN/A
Net Assets1.95T
HAVLX vs VSTSX Comparison Chart in %
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HAVLX vs. VSTSX commentary
Sep 08, 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 Hold and VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.95T vs. HAVLX (1.38B). HAVLX (1.23) and VSTSX (1.17) have matching dividends . HAVLX was incepted earlier than VSTSX: HAVLX (38 years) vs VSTSX (9 years). HAVLX (0.72) is less costly to investors than VSTSX (0.01). HAVLX is a more actively managed with annual turnover of: 11.00 vs. VSTSX (2.00). HAVLX has a lower initial minimum investment than VSTSX: HAVLX (50000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 18.06 vs. HAVLX (2.20). VSTSX return over 5 years is better than : 85.09 vs. HAVLX (41.29).
| HAVLX | VSTSX | HAVLX / VSTSX | |
| Total Expense Ratio | 0.69 | 0.01 | 6,900% |
| Annual Report Gross Expense Ratio | 0.72 | 0.01 | 7,200% |
| Fund Existence | 38 years | 9 years | - |
| Gain YTD | 10.382 | 10.361 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 1.95T | 0% |
| Annual Yield % from dividends | 1.23 | 1.17 | 105% |
| Returns for 1 year | 2.20 | 18.06 | 12% |
| Returns for 3 years | 25.81 | 63.76 | 40% |
| Returns for 5 years | 41.29 | 85.09 | 49% |
| Returns for 10 years | 112.35 | N/A | - |