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HAVLX vs VTSAX
HAVLX vs VTSAX Comparison
Open Charts HAVLX vs VTSAX
Harbor Large Cap Value Instl
Price$23.41
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets1.39B
Vanguard Total Stock Mkt Idx Adm
Price$154.04
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
HAVLX vs VTSAX Comparison Chart in %
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HAVLX vs. VTSAX commentary
Aug 18, 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.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. HAVLX (1.39B). HAVLX pays higher dividends than VTSAX: HAVLX (1.27) vs VTSAX (1.18). 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 : 16.22 vs. HAVLX (2.65). VTSAX return over 5 years is better than : 85.86 vs. HAVLX (41.22).
| 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 | 38 years | 25 years | - |
| Gain YTD | 9.819 | 9.275 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 1.91T | 0% |
| Annual Yield % from dividends | 1.27 | 1.18 | 107% |
| Returns for 1 year | 2.65 | 16.22 | 16% |
| Returns for 3 years | 14.23 | 46.82 | 30% |
| Returns for 5 years | 41.22 | 85.86 | 48% |
| Returns for 10 years | 98.16 | 203.17 | 48% |