HAVLX
Price
$22.90
Change
+$0.10 (+0.44%)
Updated
Jul 3 closing price
Net Assets
1.38B
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
Interact to see
Advertisement

HAVLX vs VTSMX

Header iconHAVLX vs VTSMX Comparison
Open Charts HAVLX vs VTSMXBanner 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 I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
HAVLX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
HAVLX vs. VTSMX 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 VTSMX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. HAVLX (1.38B). HAVLX pays higher dividends than VTSMX: HAVLX (1.29) vs VTSMX (1.12). HAVLX was incepted earlier than VTSMX: HAVLX (38 years) vs VTSMX (33 years). HAVLX (0.72) is less costly to investors than VTSMX (0.14). HAVLX is a more actively managed with annual turnover of: 11.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than HAVLX: VTSMX (3000) vs HAVLX (50000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. HAVLX (2.72). VTSMX return over 5 years is better than : 95.59 vs. HAVLX (48.84).
HAVLXVTSMXHAVLX / VTSMX
Total Expense Ratio0.690.14493%
Annual Report Gross Expense Ratio0.720.14514%
Fund Existence38 years33 years-
Gain YTD7.4276.421116%
Front LoadN/AN/A-
Min. Initial Investment5000030001,667%
Min. Initial Investment IRAN/AN/A-
Net Assets1.38B1.82T0%
Annual Yield % from dividends1.291.12115%
Returns for 1 year2.7213.8920%
Returns for 3 years24.6362.0840%
Returns for 5 years48.8495.5951%
Returns for 10 years98.32198.0550%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
GLMD1.830.02
+0.83%
Galmed Pharmaceuticals Ltd
DAVA15.500.06
+0.39%
Endava plc
CLDT7.270.01
+0.14%
Chatham Lodging Trust
AACI10.03N/A
N/A
Armada Acquisition Corp II
EMN79.57-0.35
-0.44%
Eastman Chemical Company