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HAVGX vs VTSMX
HAVGX vs VTSMX Comparison
Open Charts HAVGX vs VTSMX
Haverford Quality Growth Stock
Price$26.20
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets314.18M
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
HAVGX vs VTSMX Comparison Chart in %
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HAVGX vs. VTSMX commentary
Aug 18, 2025
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 HAVGX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. HAVGX (314M). VTSMX pays higher dividends than HAVGX: VTSMX (1.09) vs HAVGX (0.72). HAVGX was incepted earlier than VTSMX: HAVGX (21 years) vs VTSMX (33 years). HAVGX (0.81) is less costly to investors than VTSMX (0.14). HAVGX is a more actively managed with annual turnover of: 8.00 vs. VTSMX (2.00). HAVGX has a lower initial minimum investment than VTSMX: HAVGX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 16.21 vs. HAVGX (5.05). VTSMX return over 5 years is better than : 85.82 vs. HAVGX (37.93).
| HAVGX | VTSMX | HAVGX / VTSMX | |
| Total Expense Ratio | 0.81 | 0.14 | 579% |
| Annual Report Gross Expense Ratio | 0.81 | 0.14 | 579% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | 8.431 | 9.266 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 314M | 1.91T | 0% |
| Annual Yield % from dividends | 0.72 | 1.09 | 66% |
| Returns for 1 year | 5.05 | 16.21 | 31% |
| Returns for 3 years | 11.55 | 46.80 | 25% |
| Returns for 5 years | 37.93 | 85.82 | 44% |
| Returns for 10 years | 105.38 | 202.54 | 52% |
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