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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
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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.6T vs. HAVLX (982M). HAVLX pays higher dividends than VFINX: HAVLX (1.21) vs VFINX (0.93). HAVLX was incepted earlier than VFINX: HAVLX (38 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 : 28.07 vs. HAVLX (-8.91). VFINX return over 5 years is better than : 81.37 vs. HAVLX (-6.86).
| HAVLX | VFINX | HAVLX / VFINX | |
| Total Expense Ratio | 0.69 | 0.14 | 493% |
| Annual Report Gross Expense Ratio | 0.72 | 0.14 | 514% |
| Fund Existence | 38 years | 50 years | - |
| Gain YTD | 0.561 | 11.192 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 982M | 1.6T | 0% |
| Annual Yield % from dividends | 1.21 | 0.93 | 131% |
| Returns for 1 year | -8.91 | 28.07 | -32% |
| Returns for 3 years | 4.66 | 77.57 | 6% |
| Returns for 5 years | -6.86 | 81.37 | -8% |
| Returns for 10 years | 74.28 | 262.13 | 28% |
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