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HAVLX vs VFINX
HAVLX vs VFINX Comparison
Open Charts HAVLX vs VFINX
HAVLX vs VFINX Comparison Chart in %
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HAVLX vs. VFINX commentary
Aug 23, 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 StrongBuy and VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.69T vs. HAVLX (935M). HAVLX pays higher dividends than VFINX: HAVLX (1.18) vs VFINX (0.97). HAVLX was incepted earlier than VFINX: HAVLX (39 years) vs VFINX (50 years). HAVLX (0.72) is less costly to investors than VFINX (0.14). HAVLX is a more actively managed with annual turnover of: 10.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than HAVLX: VFINX (0) vs HAVLX (50000). VFINX annual gain was more profitable for investors over the last year : 20.50 vs. HAVLX (-8.58). VFINX return over 5 years is better than : 72.92 vs. HAVLX (-3.86).
| HAVLX | VFINX | HAVLX / VFINX | |
| Total Expense Ratio | 0.69 | 0.14 | 493% |
| Annual Report Gross Expense Ratio | 0.72 | 0.14 | 514% |
| Fund Existence | 39 years | 50 years | - |
| Gain YTD | 8.038 | 12.242 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 935M | 1.69T | 0% |
| Annual Yield % from dividends | 1.18 | 0.97 | 122% |
| Returns for 1 year | -8.58 | 20.50 | -42% |
| Returns for 3 years | 9.95 | 75.08 | 13% |
| Returns for 5 years | -3.86 | 72.92 | -5% |
| Returns for 10 years | 77.72 | 251.01 | 31% |
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