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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 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.67T vs. HAVLX (946M). 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 : 18.18 vs. HAVLX (-9.27). VFINX return over 5 years is better than : 70.57 vs. HAVLX (-6.35).
| 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 | 9.459 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 946M | 1.67T | 0% |
| Annual Yield % from dividends | 1.18 | 0.97 | 122% |
| Returns for 1 year | -9.27 | 18.18 | -51% |
| Returns for 3 years | 0.62 | 63.86 | 1% |
| Returns for 5 years | -6.35 | 70.57 | -9% |
| Returns for 10 years | 77.79 | 247.72 | 31% |
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