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HAVLX vs VTSMX
HAVLX vs VTSMX Comparison
Open Charts HAVLX vs VTSMX
Harbor Large Cap Value Instl
Price$23.17
Change+$0.06 (+0.26%)
VolumeN/A
Net Assets1.39B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
HAVLX vs VTSMX Comparison Chart in %
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HAVLX vs. VTSMX commentary
Jul 28, 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: 1.91T vs. HAVLX (1.39B). 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 : 17.75 vs. HAVLX (0.90). VTSMX return over 5 years is better than : 93.51 vs. HAVLX (46.21).
| 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 | 8.693 | 8.287 | 105% |
| 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 | 1.29 | 1.12 | 115% |
| Returns for 1 year | 0.90 | 17.75 | 5% |
| Returns for 3 years | 21.86 | 60.60 | 36% |
| Returns for 5 years | 46.21 | 93.51 | 49% |
| Returns for 10 years | 99.34 | 200.97 | 49% |
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