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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
Sep 12, 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 Buy and HAVLX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 859B vs. HAVLX (893M). HAVLX pays higher dividends than FXAIX: HAVLX (1.15) vs FXAIX (1.03). 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 : 16.58 vs. HAVLX (-12.51). FXAIX return over 5 years is better than : 82.76 vs. HAVLX (-7.32).
| 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 | 11.790 | 4.646 | 254% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 859B | 893M | 96,193% |
| Annual Yield % from dividends | 1.03 | 1.15 | 90% |
| Returns for 1 year | 16.58 | -12.51 | -133% |
| Returns for 3 years | 76.90 | 4.65 | 1,652% |
| Returns for 5 years | 82.76 | -7.32 | -1,130% |
| Returns for 10 years | 294.63 | 77.06 | 382% |
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