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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 03, 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: 833B vs. HAVLX (946M). 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 : 19.55 vs. HAVLX (-9.27). FXAIX return over 5 years is better than : 82.96 vs. HAVLX (-6.35).
| 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 | 10.128 | 4.646 | 218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 833B | 946M | 88,055% |
| Annual Yield % from dividends | 1.06 | 1.18 | 90% |
| Returns for 1 year | 19.55 | -9.27 | -211% |
| Returns for 3 years | 70.29 | 0.62 | 11,286% |
| Returns for 5 years | 82.96 | -6.35 | -1,307% |
| Returns for 10 years | 284.67 | 77.79 | 366% |
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