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HAVLX vs VTSMX
HAVLX vs VTSMX Comparison
Open Charts HAVLX vs VTSMX
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 %
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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.
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).
| HAVLX | VTSMX | HAVLX / VTSMX | |
| Total Expense Ratio | 0.69 | 0.14 | 493% |
| Annual Report Gross Expense Ratio | 0.72 | 0.14 | 514% |
| Fund Existence | 38 years | 33 years | - |
| Gain YTD | 7.427 | 6.421 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 1.82T | 0% |
| Annual Yield % from dividends | 1.29 | 1.12 | 115% |
| Returns for 1 year | 2.72 | 13.89 | 20% |
| Returns for 3 years | 24.63 | 62.08 | 40% |
| Returns for 5 years | 48.84 | 95.59 | 51% |
| Returns for 10 years | 98.32 | 198.05 | 50% |
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