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HAVLX vs VSTSX
HAVLX vs VSTSX Comparison
Open Charts HAVLX vs VSTSX
Harbor Large Cap Value Instl
Price$22.90
Change+$0.10 (+0.44%)
VolumeN/A
Net Assets1.38B
Vanguard Total Stock Mkt Idx Instl Sel
Price$295.41
Change+$2.52 (+0.86%)
VolumeN/A
Net Assets1.82T
HAVLX vs VSTSX Comparison Chart in %
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HAVLX vs. VSTSX commentary
Jul 07, 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.82T vs. HAVLX (1.38B). HAVLX (1.29) and VSTSX (1.23) 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 : 13.91 vs. HAVLX (2.72). VSTSX return over 5 years is better than : 95.76 vs. HAVLX (48.84).
| 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 | 7.427 | 6.427 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 1.82T | 0% |
| Annual Yield % from dividends | 1.29 | 1.23 | 105% |
| Returns for 1 year | 2.72 | 13.91 | 20% |
| Returns for 3 years | 24.63 | 62.21 | 40% |
| Returns for 5 years | 48.84 | 95.76 | 51% |
| Returns for 10 years | 98.32 | N/A | - |
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