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HAVGX vs VTSAX
HAVGX vs VTSAX Comparison
Open Charts HAVGX vs VTSAX
Haverford Quality Growth Stock
Price$26.71
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets318.78M
Vanguard Total Stock Mkt Idx Adm
Price$159.25
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
HAVGX vs VTSAX Comparison Chart in %
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HAVGX vs. VTSAX commentary
Sep 29, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. HAVGX (319M). VTSAX pays higher dividends than HAVGX: VTSAX (1.16) vs HAVGX (0.71). HAVGX was incepted earlier than VTSAX: HAVGX (21 years) vs VTSAX (25 years). HAVGX (0.81) is less costly to investors than VTSAX (0.04). HAVGX is a more actively managed with annual turnover of: 8.00 vs. VTSAX (2.00). HAVGX has a lower initial minimum investment than VTSAX: HAVGX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 15.64 vs. HAVGX (2.77). VTSAX return over 5 years is better than : 96.61 vs. HAVGX (44.02).
| HAVGX | VTSAX | HAVGX / VTSAX | |
| Total Expense Ratio | 0.81 | 0.04 | 2,025% |
| Annual Report Gross Expense Ratio | 0.81 | 0.04 | 2,025% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 10.541 | 12.971 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 319M | 1.95T | 0% |
| Annual Yield % from dividends | 0.71 | 1.16 | 61% |
| Returns for 1 year | 2.77 | 15.64 | 18% |
| Returns for 3 years | 31.24 | 80.33 | 39% |
| Returns for 5 years | 44.02 | 96.61 | 46% |
| Returns for 10 years | 131.53 | 250.82 | 52% |
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