Harbor Large Cap Value Fund (HAVLX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HAVLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HAVLX
HAVLX charges 0.69% annually. There are 201 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | HAVLX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | HAVLX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | HAVLX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | HAVLX vs FLCPX | |
| Vanguard Institutional Total Stock Market Index Fu... | 0.02% | 35.20B | May 2001 | HAVLX vs VITPX |
Best Risk-Adjusted Alternatives to HAVLX
HAVLX has a PortfoliosLab risk / return rank of 12. There are 361 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | HAVLX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | HAVLX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | HAVLX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | HAVLX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | HAVLX vs IGIAX |
Top Performing HAVLX Alternatives (YTD)
HAVLX is at 1.12% YTD. There are 365 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | HAVLX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | HAVLX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | HAVLX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | HAVLX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | HAVLX vs FLVCX |
Lowest Volatility Alternatives to HAVLX
HAVLX has 11.63% 1-year volatility. There are 60 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | HAVLX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | HAVLX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | HAVLX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | HAVLX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | HAVLX vs FSUVX |
Lowest Drawdown Alternatives to HAVLX
HAVLX has a 1-year max drawdown of -8.83%. There are 112 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | HAVLX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | HAVLX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | HAVLX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | HAVLX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | HAVLX vs QUERX |
Other Mutual Funds from Harbor
The 10 most viewed Harbor mutual funds shown here include HACAX, HNACX, HAINX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Harbor Capital Appreciation Fund Class I | Large Cap Growth Equities | 12 | 3.75% | — | Dec 1987 | HAVLX vs HACAX | |
| Harbor Capital Appreciation Fund Retirement Class | Large Cap Growth Equities | 12 | 3.79% | — | — | HAVLX vs HNACX | |
| Harbor International Fund | Foreign Large Cap Equities | 20 | 6.22% | — | Dec 1987 | HAVLX vs HAINX | |
| Harbor Small Cap Value Fund | Small Cap Blend Equities | 85 | 33.41% | — | Dec 2001 | HAVLX vs HASCX | |
| Harbor Small Cap Growth Fund | Small Cap Growth Equities | 48 | 20.58% | — | Nov 2000 | HAVLX vs HASGX | |
| Harbor Core Plus Fund | Intermediate Core-Plus Bond | 25 | 0.58% | — | Dec 1987 | HAVLX vs HABDX | |
| Harbor Mid Cap Value Fund | Mid Cap Value Equities | 88 | 17.38% | — | Mar 2002 | HAVLX vs HAMVX | |
| Harbor Core Bond Fund | Intermediate Core Bond | 21 | 0.42% | — | Jun 2018 | HAVLX vs HACBX | |
| Harbor Overseas Fund | Foreign Large Cap Equities | 65 | 17.09% | — | Mar 2019 | HAVLX vs HAONX | |
| Harbor Mid Cap Fund | Mid Cap Blend Equities | 63 | 16.17% | — | Dec 2019 | HAVLX vs HMCNX |
Often Compared With HAVLX
Investors most often compare HAVLX with VTSAX, DSI, VOO. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare HAVLX with Any Fund or Stock
Compare HAVLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HAVLX with funds that move differently
Harbor Large Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HAVLX.
Explore HAVLX Diversifiers