Interact to see
Advertisement
Advertisement
HAVLX vs VTSAX
HAVLX vs VTSAX Comparison
Open Charts HAVLX vs VTSAX
Harbor Large Cap Value Instl
Price$21.94
Change-$0.38 (-1.70%)
VolumeN/A
Net Assets1.34B
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
HAVLX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HAVLX vs. VTSAX commentary
Jun 16, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. HAVLX (1.34B). HAVLX (1.29) and VTSAX (1.28) have matching dividends . HAVLX was incepted earlier than VTSAX: HAVLX (37 years) vs VTSAX (25 years). HAVLX (0.72) is less costly to investors than VTSAX (0.04). HAVLX is a more actively managed with annual turnover of: 11.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than HAVLX: VTSAX (3000) vs HAVLX (50000). VTSAX annual gain was more profitable for investors over the last year : 10.07 vs. HAVLX (-1.84). VTSAX return over 5 years is better than : 91.40 vs. HAVLX (43.97).
| HAVLX | VTSAX | HAVLX / VTSAX | |
| Total Expense Ratio | 0.69 | 0.04 | 1,725% |
| Annual Report Gross Expense Ratio | 0.72 | 0.04 | 1,800% |
| Fund Existence | 37 years | 25 years | - |
| Gain YTD | 2.615 | 1.365 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 1.82T | 0% |
| Annual Yield % from dividends | 1.29 | 1.28 | 100% |
| Returns for 1 year | -1.84 | 10.07 | -18% |
| Returns for 3 years | 19.55 | 57.61 | 34% |
| Returns for 5 years | 43.97 | 91.40 | 48% |
| Returns for 10 years | 85.87 | 179.53 | 48% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement