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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 04, 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 Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 832B vs. HAVLX (982M). HAVLX pays higher dividends than FXAIX: HAVLX (1.21) vs FXAIX (1.03). FXAIX was incepted earlier than HAVLX: FXAIX (15 years) vs HAVLX (38 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 : 28.99 vs. HAVLX (-8.91). FXAIX return over 5 years is better than : 93.18 vs. HAVLX (-6.86).
| 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 | 38 years | - |
| Gain YTD | 11.705 | 0.561 | 2,087% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 832B | 982M | 84,725% |
| Annual Yield % from dividends | 1.03 | 1.21 | 85% |
| Returns for 1 year | 28.99 | -8.91 | -325% |
| Returns for 3 years | 84.97 | 4.66 | 1,825% |
| Returns for 5 years | 93.18 | -6.86 | -1,358% |
| Returns for 10 years | 301.97 | 74.28 | 407% |
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