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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
Jun 24, 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 Hold and HAVLX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 832B vs. HAVLX (970M). HAVLX pays higher dividends than FXAIX: HAVLX (1.21) 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 : 25.51 vs. HAVLX (-8.31). FXAIX return over 5 years is better than : 88.11 vs. HAVLX (-6.34).
| 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 | 9.786 | 1.124 | 870% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 832B | 970M | 85,773% |
| Annual Yield % from dividends | 1.03 | 1.21 | 85% |
| Returns for 1 year | 25.51 | -8.31 | -307% |
| Returns for 3 years | 78.88 | 4.28 | 1,843% |
| Returns for 5 years | 88.11 | -6.34 | -1,390% |
| Returns for 10 years | 306.65 | 81.17 | 378% |
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