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HAVLX vs VFIAX
HAVLX vs VFIAX Comparison
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HAVLX vs VFIAX Comparison Chart in %
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HAVLX vs. VFIAX 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 HAVLX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.67T vs. HAVLX (946M). HAVLX pays higher dividends than VFIAX: HAVLX (1.18) vs VFIAX (1.06). HAVLX was incepted earlier than VFIAX: HAVLX (39 years) vs VFIAX (26 years). HAVLX (0.72) is less costly to investors than VFIAX (0.04). HAVLX is a more actively managed with annual turnover of: 10.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than HAVLX: VFIAX (3000) vs HAVLX (50000). VFIAX annual gain was more profitable for investors over the last year : 18.19 vs. HAVLX (-9.27). VFIAX return over 5 years is better than : 70.57 vs. HAVLX (-6.35).
| HAVLX | VFIAX | HAVLX / VFIAX | |
| Total Expense Ratio | 0.69 | 0.04 | 1,725% |
| Annual Report Gross Expense Ratio | 0.72 | 0.04 | 1,800% |
| Fund Existence | 39 years | 26 years | - |
| Gain YTD | 4.646 | 9.464 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 946M | 1.67T | 0% |
| Annual Yield % from dividends | 1.18 | 1.06 | 111% |
| Returns for 1 year | -9.27 | 18.19 | -51% |
| Returns for 3 years | 0.62 | 63.87 | 1% |
| Returns for 5 years | -6.35 | 70.57 | -9% |
| Returns for 10 years | 77.79 | 247.71 | 31% |
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