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HAVLX vs VFIAX
HAVLX vs VFIAX Comparison
Open Charts HAVLX vs VFIAX
HAVLX vs VFIAX Comparison Chart in %
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HAVLX vs. VFIAX 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 HAVLX is a Hold and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.6T vs. HAVLX (982M). HAVLX pays higher dividends than VFIAX: HAVLX (1.21) vs VFIAX (1.02). HAVLX was incepted earlier than VFIAX: HAVLX (38 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 : 27.49 vs. HAVLX (-8.91). VFIAX return over 5 years is better than : 80.01 vs. HAVLX (-6.86).
| 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 | 38 years | 26 years | - |
| Gain YTD | 0.561 | 11.351 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 982M | 1.6T | 0% |
| Annual Yield % from dividends | 1.21 | 1.02 | 119% |
| Returns for 1 year | -8.91 | 27.49 | -32% |
| Returns for 3 years | 4.66 | 77.82 | 6% |
| Returns for 5 years | -6.86 | 80.01 | -9% |
| Returns for 10 years | 74.28 | 262.58 | 28% |
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