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HAVGX vs VFIAX
HAVGX vs VFIAX Comparison
Open Charts HAVGX vs VFIAX
Haverford Quality Growth Stock
Price$24.56
Change+$0.17 (+0.70%)
VolumeN/A
Net Assets304.31M
Vanguard 500 Index Admiral
Price$553.67
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
HAVGX vs VFIAX Comparison Chart
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HAVGX vs. VFIAX commentary
Jan 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 VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T 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 : 25.54 vs. HAVGX (8.67). VFIAX return over 5 years is better than : 80.23 vs. HAVGX (27.15).
| 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 | 1.278 | 2.010 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 304M | 1.35T | 0% |
| Annual Yield % from dividends | 1.10 | 1.32 | 83% |
| Returns for 1 year | 8.67 | 25.54 | 34% |
| Returns for 3 years | 1.19 | 31.13 | 4% |
| Returns for 5 years | 27.15 | 80.23 | 34% |
| Returns for 10 years | 92.70 | 196.98 | 47% |
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