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HAVGX vs VTSMX
HAVGX vs VTSMX Comparison
Open Charts HAVGX vs VTSMX
Haverford Quality Growth Stock
Price$24.55
Change-$0.14 (-0.57%)
VolumeN/A
Net Assets297.15M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
HAVGX vs VTSMX Comparison Chart
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HAVGX vs. VTSMX commentary
Jun 16, 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: 1.82T vs. HAVGX (297M). VTSMX pays higher dividends than HAVGX: VTSMX (1.18) vs HAVGX (0.81). 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 : 10.06 vs. HAVGX (1.85). VTSMX return over 5 years is better than : 91.36 vs. HAVGX (42.84).
| 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 | 1.422 | 1.349 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 297M | 1.82T | 0% |
| Annual Yield % from dividends | 0.81 | 1.18 | 69% |
| Returns for 1 year | 1.85 | 10.06 | 18% |
| Returns for 3 years | 19.16 | 57.59 | 33% |
| Returns for 5 years | 42.84 | 91.36 | 47% |
| Returns for 10 years | 87.56 | 178.92 | 49% |
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