HAVLX vs. VTSAX
Compare and contrast key facts about Harbor Large Cap Value Fund (HAVLX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
HAVLX is managed by Harbor. It was launched on Dec 29, 1987. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HAVLX or VTSAX.
Correlation
The correlation between HAVLX and VTSAX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
HAVLX vs. VTSAX - Performance Comparison
Key characteristics
HAVLX:
0.22
VTSAX:
1.90
HAVLX:
0.37
VTSAX:
2.56
HAVLX:
1.05
VTSAX:
1.35
HAVLX:
0.20
VTSAX:
2.89
HAVLX:
0.59
VTSAX:
11.42
HAVLX:
4.90%
VTSAX:
2.17%
HAVLX:
13.22%
VTSAX:
13.02%
HAVLX:
-78.17%
VTSAX:
-55.34%
HAVLX:
-10.26%
VTSAX:
-0.08%
Returns By Period
In the year-to-date period, HAVLX achieves a 3.31% return, which is significantly lower than VTSAX's 4.20% return. Over the past 10 years, HAVLX has underperformed VTSAX with an annualized return of 7.34%, while VTSAX has yielded a comparatively higher 12.71% annualized return.
HAVLX
3.31%
0.54%
-4.47%
2.19%
5.48%
7.34%
VTSAX
4.20%
1.91%
11.22%
23.12%
13.75%
12.71%
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HAVLX vs. VTSAX - Expense Ratio Comparison
HAVLX has a 0.69% expense ratio, which is higher than VTSAX's 0.04% expense ratio.
Risk-Adjusted Performance
HAVLX vs. VTSAX — Risk-Adjusted Performance Rank
HAVLX
VTSAX
HAVLX vs. VTSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Large Cap Value Fund (HAVLX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
HAVLX vs. VTSAX - Dividend Comparison
HAVLX's dividend yield for the trailing twelve months is around 1.18%, less than VTSAX's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAVLX Harbor Large Cap Value Fund | 1.18% | 1.22% | 1.26% | 1.29% | 0.73% | 0.75% | 0.88% | 1.07% | 0.80% | 1.03% | 1.18% | 1.16% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.21% | 1.26% | 1.43% | 1.65% | 1.20% | 1.41% | 1.77% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
HAVLX vs. VTSAX - Drawdown Comparison
The maximum HAVLX drawdown since its inception was -78.17%, which is greater than VTSAX's maximum drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for HAVLX and VTSAX. For additional features, visit the drawdowns tool.
Volatility
HAVLX vs. VTSAX - Volatility Comparison
The current volatility for Harbor Large Cap Value Fund (HAVLX) is 3.02%, while Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) has a volatility of 3.18%. This indicates that HAVLX experiences smaller price fluctuations and is considered to be less risky than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.