HACAX vs VINIX

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

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HACAX VINIX
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 $5,000,000
YTD Return N/A 12.15%
1-Year Return N/A 50.60%
3-Year Return N/A 19.04%
5-Year Return N/A 17.50%
10-Year Return N/A 14.26%

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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VINIX

VINIX description

VINIX performance & returns

YTD Return 12.15%
1-Month Return 4.39%
3-Month Return 9.86%
1-Year Return 50.60%
3-Year Return 19.04%
5-Year Return 17.50%
10-Year Return 14.26%
VINIX expense ratio is N/A.

VINIX holdings

Top 10 Holdings (26.82% 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 1.77%
BRK.B BRK.B 1.69%
TSLA TSLA 1.53%
GOOG GOOG 1.47%
BRK.B BRK.B 1.45%

VINIX pros

The following are VINIX strengths from our perspective:

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

VINIX cons

The following are VINIX weaknesses from our perspective:

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

Other relevant VINIX comparisons

You may also want to check out the following VINIX 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.