Harbor Large Cap Value Fund (HAVLX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HAVLX
HAVLX charges 0.69% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among HAVLX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | HAVLX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | HAVLX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | HAVLX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | HAVLX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | HAVLX vs SSSYX |
Best Risk-Adjusted Alternatives to HAVLX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | HAVLX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | HAVLX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | HAVLX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | HAVLX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | HAVLX vs DHAMX |
Top Performing HAVLX Alternatives (YTD)
HAVLX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | HAVLX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | HAVLX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | HAVLX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | HAVLX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | HAVLX vs RCKSX |
Lowest Volatility Alternatives to HAVLX
HAVLX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | HAVLX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | HAVLX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | HAVLX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | HAVLX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | HAVLX vs QUERX |
Lowest Drawdown Alternatives to HAVLX
HAVLX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | HAVLX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | HAVLX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | HAVLX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | HAVLX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | HAVLX vs GQEIX |
Other Mutual Funds from Harbor
Most popular Harbor mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Harbor Capital Appreciation Fund Class I | Large Cap Growth Equities | 15 | -14.13% | Dec 29, 1987 | HAVLX vs HACAX | |
| Harbor Capital Appreciation Fund Retirement Class | Large Cap Growth Equities | 15 | -14.12% | — | HAVLX vs HNACX | |
| Harbor International Fund | Foreign Large Cap Equities | 39 | -3.96% | Dec 29, 1987 | HAVLX vs HAINX | |
| Harbor Core Plus Fund | Intermediate Core-Plus Bond | 60 | -0.23% | Dec 29, 1987 | HAVLX vs HABDX | |
| Harbor Mid Cap Value Fund | Mid Cap Value Equities | 70 | 2.65% | Mar 1, 2002 | HAVLX vs HAMVX | |
| Harbor Small Cap Growth Fund | Small Cap Growth Equities | 36 | -3.83% | Nov 1, 2000 | HAVLX vs HASGX | |
| Harbor Core Bond Fund | Intermediate Core Bond | 58 | -0.14% | Jun 1, 2018 | HAVLX vs HACBX | |
| Harbor Small Cap Value Fund | Small Cap Blend Equities | 63 | 8.12% | Dec 14, 2001 | HAVLX vs HASCX | |
| Harbor Overseas Fund | Foreign Large Cap Equities | 71 | -1.42% | Mar 1, 2019 | HAVLX vs HAONX | |
| Harbor Mid Cap Fund | Mid Cap Blend Equities | 38 | 0.58% | Dec 2, 2019 | HAVLX vs HMCNX |
Often Compared With HAVLX
What investors most often compare with HAVLX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Sha... | Large Cap Blend Equities | 46 | -6.75% | Nov 13, 2000 | HAVLX vs VTSAX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | HAVLX vs VOO | |
| iShares MSCI USA Quality Factor ETF | Large Cap Blend Equities | 51 | -3.22% | Jul 18, 2013 | HAVLX vs QUAL | |
| iShares MSCI KLD 400 Social ETF | Large Cap Growth Equities | 66 | -5.70% | Nov 14, 2006 | HAVLX vs DSI | |
| Invesco S&P 500 Quality ETF | S&P 500, Large Cap Value Equities | 58 | 0.57% | Dec 6, 2005 | HAVLX vs SPHQ | |
| Harbor International Small Cap Fund | Foreign Small & Mid Cap Equities | 50 | -1.48% | Jan 31, 2016 | HAVLX vs HIISX |
Compare HAVLX with Any Fund or Stock
Compare HAVLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.