HAVLX
Price
$22.90
Change
+$0.10 (+0.44%)
Updated
Jul 3 closing price
Net Assets
1.38B
VTSAX
Price
$150.01
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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HAVLX vs VTSAX

Header iconHAVLX vs VTSAX Comparison
Open Charts HAVLX vs VTSAXBanner chart's image
Harbor Large Cap Value Instl
Price$22.90
Change+$0.10 (+0.44%)
VolumeN/A
Net Assets1.38B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
HAVLX vs VTSAX Comparison Chart in %
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HAVLX vs. VTSAX 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 VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. HAVLX (1.38B). HAVLX pays higher dividends than VTSAX: HAVLX (1.29) vs VTSAX (1.21). HAVLX was incepted earlier than VTSAX: HAVLX (38 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 : 13.89 vs. HAVLX (2.72). VTSAX return over 5 years is better than : 95.62 vs. HAVLX (48.84).
HAVLXVTSAXHAVLX / VTSAX
Total Expense Ratio0.690.041,725%
Annual Report Gross Expense Ratio0.720.041,800%
Fund Existence38 years25 years-
Gain YTD7.4276.416116%
Front LoadN/AN/A-
Min. Initial Investment5000030001,667%
Min. Initial Investment IRAN/AN/A-
Net Assets1.38B1.82T0%
Annual Yield % from dividends1.291.21106%
Returns for 1 year2.7213.8920%
Returns for 3 years24.6362.1240%
Returns for 5 years48.8495.6251%
Returns for 10 years98.32198.6949%
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