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HAVGX vs VTSMX
HAVGX vs VTSMX Comparison
Open Charts HAVGX vs VTSMX
Haverford Quality Growth Stock
Price$26.89
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets319.09M
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
HAVGX vs VTSMX Comparison Chart in %
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HAVGX vs. VTSMX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. HAVGX (319M). VTSMX pays higher dividends than HAVGX: VTSMX (1.04) vs HAVGX (0.62). HAVGX was incepted earlier than VTSMX: HAVGX (21 years) vs VTSMX (34 years). HAVGX (0.80) 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 : 13.79 vs. HAVGX (1.17). VTSMX return over 5 years is better than : 84.86 vs. HAVGX (37.20).
| HAVGX | VTSMX | HAVGX / VTSMX | |
| Total Expense Ratio | 0.80 | 0.14 | 571% |
| Annual Report Gross Expense Ratio | 0.80 | 0.14 | 571% |
| Fund Existence | 21 years | 34 years | - |
| Gain YTD | 11.448 | 13.012 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 319M | 2.02T | 0% |
| Annual Yield % from dividends | 0.62 | 1.04 | 60% |
| Returns for 1 year | 1.17 | 13.79 | 8% |
| Returns for 3 years | 29.51 | 76.02 | 39% |
| Returns for 5 years | 37.20 | 84.86 | 44% |
| Returns for 10 years | 116.84 | 225.10 | 52% |
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