HACAX vs VFIAX

Both HACAX and VFIAX are mutual funds. Below is the comparison between HACAX and VFIAX.

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HACAX VFIAX
Security Type Mutual fund Mutual fund
Finny Score N/A N/A
Category Large Growth Large Blend
Family Harbor Vanguard
Net Assets $15.61B N/A
Expense Ratio 0.65% N/A
Management Style active passive (index-based)
30-Day Yield 0.00% N/A
Minimum Investment $50,000 $10,000
YTD Return N/A 11.39%
1-Year Return N/A 48.93%
3-Year Return N/A 18.24%
5-Year Return N/A 17.44%
10-Year Return N/A 14.22%

HACAX

HACAX description

The Fund seeks long-term growth of capital through investment in equity securities of larger established companies with above-average prospects for growth.

HACAX performance & returns

YTD Return N/A
1-Month Return N/A
3-Month Return N/A
1-Year Return N/A
3-Year Return N/A
5-Year Return N/A
10-Year Return N/A
HACAX expense ratio is 0.65%.

HACAX holdings

Top 10 Holdings (43.92% of Total Assets)

Name Symbol % Assets
AMZN AMZN 7.27%
TSLA TSLA 5.64%
AAPL AAPL 5.59%
MSFT MSFT 4.42%
FB FB 4.00%
SHOP SHOP 3.97%
00700 00700 3.53%
MA MA 3.29%
NVDA NVDA 3.14%
CRM CRM 3.07%

HACAX pros

The following are HACAX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

HACAX cons

The following are HACAX weaknesses from our perspective:

  • HACAX expense ratio is 0.65%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant HACAX comparisons

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VFIAX

VFIAX description

VFIAX performance & returns

YTD Return 11.39%
1-Month Return 3.69%
3-Month Return 7.93%
1-Year Return 48.93%
3-Year Return 18.24%
5-Year Return 17.44%
10-Year Return 14.22%
VFIAX expense ratio is N/A.

VFIAX holdings

Top 10 Holdings (26.72% of Total Assets)

Name Symbol % Assets
AAPL AAPL 5.74%
MSFT MSFT 5.29%
AMZN AMZN 3.94%
FB FB 2.11%
GOOGL GOOGL 1.85%
GOOG GOOG 1.78%
BRK.B BRK.B 1.58%
TSLA TSLA 1.53%
GOOG GOOG 1.46%
BRK.B BRK.B 1.44%

VFIAX pros

The following are VFIAX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

VFIAX cons

The following are VFIAX weaknesses from our perspective:

  • VFIAX net assets are $0.00 million. This fund is not a popular choice with retail investors.

Other relevant VFIAX comparisons

You may also want to check out the following VFIAX comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.