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FXAIX vs HAVLX
FXAIX vs HAVLX Comparison
Open Charts FXAIX vs HAVLX
FXAIX vs HAVLX Comparison Chart in %
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FXAIX vs. HAVLX commentary
Aug 23, 2026
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 FXAIX is a StrongBuy and HAVLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 833B vs. HAVLX (935M). HAVLX pays higher dividends than FXAIX: HAVLX (1.18) vs FXAIX (1.06). FXAIX was incepted earlier than HAVLX: FXAIX (15 years) vs HAVLX (39 years). HAVLX (0.72) is less costly to investors than FXAIX (0.01). HAVLX is a more actively managed with annual turnover of: 10.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than HAVLX: FXAIX (0) vs HAVLX (50000). FXAIX annual gain was more profitable for investors over the last year : 21.35 vs. HAVLX (-8.58). FXAIX return over 5 years is better than : 84.67 vs. HAVLX (-3.86).
| FXAIX | HAVLX | FXAIX / HAVLX | |
| Total Expense Ratio | 0.01 | 0.69 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.72 | 2% |
| Fund Existence | 15 years | 39 years | - |
| Gain YTD | 12.437 | 8.038 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 833B | 935M | 89,091% |
| Annual Yield % from dividends | 1.06 | 1.18 | 90% |
| Returns for 1 year | 21.35 | -8.58 | -249% |
| Returns for 3 years | 81.15 | 9.95 | 816% |
| Returns for 5 years | 84.67 | -3.86 | -2,193% |
| Returns for 10 years | 286.57 | 77.72 | 369% |
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