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HAVGX vs VFIAX
HAVGX vs VFIAX Comparison
Open Charts HAVGX vs VFIAX
Haverford Quality Growth Stock
Price$24.78
Change-$0.33 (-1.31%)
VolumeN/A
Net Assets304.22M
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
HAVGX vs VFIAX Comparison Chart
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HAVGX vs. VFIAX commentary
Feb 23, 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 VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. HAVGX (304M). VFIAX pays higher dividends than HAVGX: VFIAX (1.32) vs HAVGX (1.10). HAVGX was incepted earlier than VFIAX: HAVGX (21 years) vs VFIAX (24 years). HAVGX is a more actively managed with annual turnover of: 13.00 vs. VFIAX (2.00). HAVGX has a lower initial minimum investment than VFIAX: HAVGX (2500) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 18.28 vs. HAVGX (5.88). VFIAX return over 5 years is better than : 80.17 vs. HAVGX (28.99).
| HAVGX | VFIAX | HAVGX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 2.186 | 2.414 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 304M | 1.41T | 0% |
| Annual Yield % from dividends | 1.10 | 1.32 | 83% |
| Returns for 1 year | 5.88 | 18.28 | 32% |
| Returns for 3 years | 7.33 | 39.78 | 18% |
| Returns for 5 years | 28.99 | 80.17 | 36% |
| Returns for 10 years | 86.30 | 184.37 | 47% |
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