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HAVLX vs VTSMX
HAVLX vs VTSMX Comparison
Open Charts HAVLX vs VTSMX
Harbor Large Cap Value Instl
Price$21.94
Change-$0.38 (-1.70%)
VolumeN/A
Net Assets1.34B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
HAVLX vs VTSMX Comparison Chart
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HAVLX vs. VTSMX commentary
Jun 16, 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 Hold and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. HAVLX (1.34B). HAVLX pays higher dividends than VTSMX: HAVLX (1.29) vs VTSMX (1.18). HAVLX was incepted earlier than VTSMX: HAVLX (37 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 : 10.06 vs. HAVLX (-1.84). VTSMX return over 5 years is better than : 91.36 vs. HAVLX (43.97).
| HAVLX | VTSMX | HAVLX / VTSMX | |
| Total Expense Ratio | 0.69 | 0.14 | 493% |
| Annual Report Gross Expense Ratio | 0.72 | 0.14 | 514% |
| Fund Existence | 37 years | 33 years | - |
| Gain YTD | 2.615 | 1.349 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 1.82T | 0% |
| Annual Yield % from dividends | 1.29 | 1.18 | 109% |
| Returns for 1 year | -1.84 | 10.06 | -18% |
| Returns for 3 years | 19.55 | 57.59 | 34% |
| Returns for 5 years | 43.97 | 91.36 | 48% |
| Returns for 10 years | 85.87 | 178.92 | 48% |
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