HACAX vs VTSAX

Both HACAX and VTSAX are mutual funds. HACAX has a higher expense ratio than VTSAX (0.65% vs 0.04%). Below is the comparison between HACAX and VTSAX.

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	HACAX	VTSAX
Security Type	Mutual fund	Mutual fund
Finny Score	N/A	67
Category	Large Growth	Large Blend
Family	Harbor	Vanguard
Net Assets	$15.61B	$315.95B
Expense Ratio	0.65%	0.04%
Management Style	active	passive (index-based)
30-Day Yield	0.00%	1.55%
Minimum Investment	$50,000	$10,000
YTD Return	N/A	6.99%
1-Year Return	N/A	-10.07%
3-Year Return	N/A	8.32%
5-Year Return	N/A	11.34%
10-Year Return	N/A	12.07%

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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VTSAX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The Fund employs an indexing investment approach to track the performance of the CRSP US Total Market Index. The Fund invests by holding a collection of securities that approximates the Index.

VTSAX performance & returns

YTD Return	6.99%
1-Month Return	5.42%
3-Month Return	9.69%
1-Year Return	-10.07%
3-Year Return	8.32%
5-Year Return	11.34%
10-Year Return	12.07%

VTSAX expense ratio is 0.04%.

VTSAX holdings

Top 10 Holdings (22.33% of Total Assets)

Name	Symbol	% Assets
Apple Inc	AAPL	4.90%
Microsoft Corp	MSFT	4.60%
Amazon.com Inc	AMZN	3.33%
Facebook Inc Class A	FB	1.88%
Alphabet Inc Class A	GOOGL	1.66%
Alphabet Inc Class C	GOOG	1.56%
Tesla Inc	TSLA	1.18%
Berkshire Hathaway Inc Class B	BRK.B	1.09%
NVIDIA Corp	NVDA	1.07%
JPMorgan Chase & Co	JPM	1.06%

VTSAX pros

The following are VTSAX strengths from our perspective:

VTSAX net assets are $315.95 billion. This fund is a popular choice with retail and institutional investors.
VTSAX 10-year return is 12.07%, which is in line with the 10-year return of the benchmark index (CRSP US Total Market TR USD), 13.21%.
VTSAX expense ratio is 0.04%, which is considered low. Nice job picking a low-cost fund.
Good news: this fund does not have 12b1, front-end or back-end sales fees.

VTSAX cons

The following are VTSAX weaknesses from our perspective:

VTSAX 3-year return is 8.32%, which is lower than the 3-year return of the benchmark index (CRSP US Total Market TR USD), 16.77%.
VTSAX 5-year return is 11.34%, which is lower than the 5-year return of the benchmark index (CRSP US Total Market TR USD), 16.15%.

Other relevant VTSAX comparisons

You may also want to check out the following VTSAX 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.