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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
Sep 12, 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.76T vs. HAVLX (893M). HAVLX pays higher dividends than VFINX: HAVLX (1.15) vs VFINX (0.94). 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 : 15.25 vs. HAVLX (-12.51). VFINX return over 5 years is better than : 70.38 vs. HAVLX (-7.32).
| 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 | 4.646 | 11.097 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 893M | 1.76T | 0% |
| Annual Yield % from dividends | 1.15 | 0.94 | 122% |
| Returns for 1 year | -12.51 | 15.25 | -82% |
| Returns for 3 years | 4.65 | 70.24 | 7% |
| Returns for 5 years | -7.32 | 70.38 | -10% |
| Returns for 10 years | 77.06 | 258.28 | 30% |
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